Branding is something that allows identification with a company or a specific product? When you think of investment professionals, there are so many brands, so many companies, so many products! And then there are various professional industries: legal, accounting, and more. It isn’t easy, and I worked with all of them my years in the traditional brokerage and banking industries. I still work with them, but I work with them in a very different way now. My brand is me: Jan Litterst. It is a brand that stands for expertise, honesty, integrity, and values. I earn my money working with my clients. I accept no funding from any corporation of any kind, and I sell no products. My client is my only concern. Even when I refer a client to a professional in the legal or accounting fields, I accept no referral fee. I choose the best professional for my client. This is my brand: a proven professional who decided to work for my client rather than the bottom line of a corporation! The one major professional affiliation I have is as a Financial Industry Regulatory Authority (FINRA) Dispute Resolution Arbitrator. There is no conflict in my business…
Branding is important when it comes to your money. It is important to me when working with clients that the professionals I refer to are known personally by me and that the companies they represent are reputable and known to me. I need to know how they work, what fees they charge, and to reflect my values of expertise, honesty, integrity, and values.
The industry is changing for many reasons including the Pandemic of 2020. The proposed Fiduciary Rule of 2017 never became a reality, and a new Best Interest rule is on the horizon. Fees are a big issue to learn about and understand. People forgot the pain following the Market downturn a decade ago when the Market hit new heights. Now is worse than 2009. With the current ongoing crisis, changes in fee models may be on the horizon. Finding a professional with a fee structure for their clients more than for themselves and their firms is a way of testing the resiliency for all concerned. This would be what is best for all clients.
Check out how I refer clients to professionals in the financial industry: janlitterst.com or for immediate questions: email@example.com