Sally Brandon: At Rebalance IRA, clients are given a two-person team that is made up of an investment advisor who helps them with any questions that they have with retirement investing, and then I basically handle everything else. If a client has any questions, they can either reach their investment advisor or me. I think the way that I establish trust is by building a rapport with clients, beyond how we’re going to invest their money, but to really understand them as a person and to understand their motivations, and to let them know a little bit about myself and the world that I come from. I think that rapport really then lends itself to building trust and then managing their money for them.
Sally Brandon, Vice President of Client Services, discusses Rebalance IRA‘s power of two strategy for clients.