Organization and communication are key components of both how a financial advisory firm should be run and the work that firm does for its clients, according to Grant Rawdin, president and chief executive officer of Wescott Financial Advisory Group, which has offices in Philadelphia, Miami, Boca Raton and Washington, D.C.
Both of these traits are on display in the firm’s “Client Services Handbook.” Everything from phone numbers, answers to frequently asked questions, instructions on how to read and understand reports, and photos of Wescott employees are included in the book, which is given to every new client. “It’s a nice introduction,” Rawdin said, and it helps new clients understand the firm and feel confident in the choice of Wescott.
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