Words from Sam

 

The Positive Meter

I was meeting with a client recently who’s husband passed away several years ago.  Her children had just flown in to spend time with her and help go through “things” as she begins to prepare for the next chapter in her life.  She shared with me how hard it was to go through this process.  She said that if she and her children could simply be as positive as her late husband, they would be much better off.  She told me that each and every day she looks back over her day and tries to determine where she was on the positive meter.  Some days are better than others.  This is the case for all of us and this is how life goes.  It is not what happens to us, it is how we react to what happens to us.  Where does our positive meter read when things do not go our way?

I will be the first to admit that I sometimes let my positive meter head in the wrong direction more than I would like.  I know how blessed I am, so I get mad at myself when I let the little things bother me.  This is probably the case for many of us.  One thing that works well for me is being more intentional with helping other’s positive meter.  When I can help others be happier, it helps me too!   This is why volunteering has been so beneficial to my personal happiness.

Now before I go any further, let me confess that I did little to no volunteering for the first 45 years of my life (I will be 50 in January)!  I simply could never find the time…or that was my excuse.  A year after Lizzie was born, I actually stopped playing golf and rarely picked up a club for more than ten years.  I pick them up fairly often now!  I will talk more about volunteering next month.

Giving up golf to be able to spend more time with my family also coincided with David and I starting our business together.  There was no way I was going to work 12 hour days and then go play golf on the weekends.  My wife would not have gone for that!  Though I gave up golf, my life was still very full.  During that time, much of my joy came from time spent with my family and time spent in our business.  This joy filled my positive meter! Over the years, David and I have had a great time together.  That would not have been possible if not for you, our client’s and friends that we are so honored to work with.  Much has changed over the years; I will say the majority of things have definitely been for the better.  Things are still changing as I’m sure you are aware with the direct communications sent from Voya.

Many of those messages talk about changes to your accounts and fees.  David and I have made a conscious effort through our procedures and practices to have as little disruption to you and your finances as possible.  Even though things are changing on our side, we are doing everything in our power to absorb all of this change so you see little to no change.  The feedback we receive from clients on a regular basis is very positive. Most clients seem happy and very content with things.  If you are not happy for any reason, we want to know!  Please pick up the phone and give David or myself a call.  We want to do the very best job possible for you and allow you to enjoy your money, not worry about it.  We want your positive meter to always be maxed out!

David, myself, and our whole team are committed to our client’s best interest.  We always have been, we always will be.  We have a lot of years left in us (at least that is what my wife keeps telling me) and we hope we will be around, Lord willing, to see you through this journey.  While we want to slowly add clients and grow our business, we want to do it the right way.  The right way, in our book, is to first and foremost, to make sure we take care of our current clients.  Secondly, we want to add a few clients annually and we prefer they be friends or family of our current clients.  While we only take a limited number of new clients, we love meeting a lot of new friends.

Many of you have probably already received communication about our fall friends and family events.  These are parties, not financial functions.  They will be fun!  We wanted to recreates some of our most successful client parties into an events where our clients could bring a friends to really get to know us.  The party at my lake house and the luau at The Dunes Club are both events that we have hosted in the past for our clients that seemed to be well liked.  If you enjoyed them, we hope you will come out next month and bring someone you enjoy being around.  If you like them, I am sure we will like them and hopefully, they will like us to.  We should all have a great time and push our positive meter to the max!

 

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Company Info

Carolinas Wealth Management

5111 Trenholm Rd., Ste 100
Columbia, SC 29206
P: 803.256.0100

1300 Professional Drive, Ste 202
Myrtle Beach, SC 29577
P: 843.497.8505

119A Professional Park Drive
Seneca, SC 29678
P: 864.885.1045

ann.duckett@carolinaswealth.com