Mark Purcel
Core Values
HONESTY
One of the most important attributes in a client
relationship is trust. My clients trust me because I:
- will admit it if I do not know an answer
- state both the potential risks and rewards of a recommended investment
- give them my best professional advice, even if I suspect they will disagree
DEPENDABILITY
Clients know that I am reachable and will follow
through. My clients know I am dependable because I:
- call them back promptly
- am available to meet with them
- support my investment advice through various sources of information
COMMUNICATION
Many clients do not have adequate communication
with their advisors. My clients can expect me to:
- maintain regular contact
- educate them on their investment strategy
- advise them when to change their strategy