This ensures prospective clients receive a high quality, well rounded experience while existing clients benefit from uncompromised service. Our Business Development function is responsible for helping prospects navigate the universe of wealth management, assist in their decision making process and promote a smooth on-boarding process. This is unlike most other firms whose advisors must perform a sales function in addition to serving their clients. Our approach to building our business has allowed for steady growth, most often through client referral, to remain sustainable without compromising the high level of client care expected from ourselves and our clients.
If you are interested in learning more about working with Aspiriant, feel free to contact us.