Springfield, Missouri is a unique place.
It’s large enough to feel like a “big” city at times, yet has a very much hometown feel. I find it somewhat funny that many people work with an advisor employed by a large corporation, when there are locally owned advisory businesses in Springfield, Mo.
I was born and raised in Springfield. I’ve seen it go through many changes and have been happy to operate my business here.
But why Springfield?
I saw a need for genuine advice combined with the use of current technology and training from the perspective of someone born and raised in Springfield, Mo. A town known for its heavy emphasis on family values. I strive to “Forge Financial Success” for clients utilizing all the tools available with a personal touch.
Let me speak on a few things that set me apart from the rest for those in the area looking for help.
First off, I’m younger than the average investment advisor. Which, in reality isn’t saying much because the average financial advisor’s age is around 50 according to MarketWatch. A question I think people should ask themselves is, “will my advisor retire before I no longer need their services?” If the answer is possibly yes, than I would think about who you’re working with. Not only should you question whether they will retire before you, but are they up to date with current investment strategies, tools that technology has brought about, or even how to communicate using more than just a phone?
I don’t want to bash on advisors that are older than I, because I’ve gained a lot of knowledge from them. But, there’s something to be said about an advisor who is up to date and understands not only the times, but also a clients needs. Because the longer you do something, the more stuck in your way’s you become, and one of the biggest things I’ve found is EACH CLIENT IS DIFFERENT.
The second way I strive to stand out in a wave of advisors is to constantly progress. Not only in the area of designations, but also knowledge, the use of technology, and understanding markets. A quote by one of the greatest investors of all time in Charlie Munger goes,
I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you.
This quote speaks volumes to me because I find it to be so true. You come in and stack one brick at a time, and eventually you’ll look back and have a house built. This is the way I not only strive to help my clients in their retirement, but also the way I structure my companies growth. Constant progression.
Thirdly, I am pressure free. There’s this idea in the financial services industry that you have to pretend to be a used car salesman to earn someone’s business. In my opinion, I’ve found this to be the complete opposite of the truth. When I make a recommendation, I ask what the potential client feels about the recommendation and let them decide when to move forward. The choice of an advisor should not be taken lightly and I don’t want somebody making rash decisions.
My goal is to have a client for life; and to earn that trust it takes time.
Finally, I’m an independent business owner. Meaning I’m directly ingrained in the success of my company, and I believe so much in my company that it’s my middle name. I put my name as my business because I’m willing to put my reputation on the line and like the captain of a ship, I’m anchored to the ship’s wheel.
Want to learn more? Visit the Work with Cooper page!
– Cooper Mitchell