What Makes a Good Partnership?
When it comes to building enduring client relationships and delivering exceptional service, we’re more than just talk. At Burton Enright Welch we put people, not money, at the center of everything we do. We prize relationships that are long-lasting and impactful. We partner only with clients whose needs are well-aligned with our values and approach.
Key Ingredients for a Successful Partnership:
Frequent Communication
An open dialogue is essential. Our clients hear from us frequently, and we expect and encourage an ongoing conversation from them as well.
Engagement In Planning
Relationships are strongest when both parties are engaged and committed. Our mindset is never to “set it and forget it.” Our best relationships involve an active partnership to issue spot, plan, and problem solve.
Committed To Transparency
We pledge to be transparent about what we do and why. Likewise, we ask that clients are open and candid with us – sharing life events and evolving needs.
Open-Minded (This Should Be A Two-Way Street)
The advisory-client relationship works best when both parties leave biases at the door. We honor your goals and perspectives. We ask that clients trust in a proven process that we’ve honed over three decades.
Expectation Alignment
A successful partnership depends upon a mutual understanding of what is realistic and possible. The reality is, big wins rarely happen overnight – we’ll help establish realistic goals and timelines that set us all up for success.
