A Thoughtful Client Experience with David and Nancy Bailin

Jul 13, 2022

admired advisor podcast artwork

David and Nancy Bailin lead their team of advisors with clear values: servant leadership, personalized care, and integrity. Those core values have led Personal Wealth Strategies through a global pandemic, an acquisition during remote work, and a slew of clients who lean on the team at Personal Wealth during times of hardship.

David and Nancy know that stating your values and believing in a client-first experience is nothing new. It’s the follow-through that counts. Do what you say you will, no matter how minor the statement.

“Maintaining that culture of openness, respect, a team approach. When you have that type of synergy, the clients feel that as well. So the mindset here in this office is just that, it is servant leadership. And everything we do is seen through that lens.” ~ Nancy Bailin

In this episode, David and Nancy Bailin talk with Steve about why their thoughtfulness drives team decisions and the client experience, how they managed a significant acquisition and added an additional team member during tough times, why systems and processes are integral to their business success, and what inspirational challenge they’ve posed for fellow financial advisors.

Links

 Connect with our host

Subscribe and stay in touch

The post A Thoughtful Client Experience with David and Nancy Bailin appeared first on Buckingham Strategic Partners.

Recent Articles

Buckingham’s Leadership Team’s Book Recommendation

This holiday season, if you are looking for a book recommendation for your favorite bibliophile, yourself, a family member, friend or colleague, Buckingham’s Leadership Team is spreading the cheer by sharing a few of their recommended reads. “My father shared a copy...

Inherited an IRA? Here’s Why Planning Distributions Early Matters

Those who have inherited an IRA since 2020 may be finding it a challenge to keep up with evolving account distribution requirements and IRS messaging. Distribution rules the IRS proposed earlier this year only added to the confusion. Below are some common questions...

The Great Retirement Debate

In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate. In each episode, Jeff and Ed will go head-to-head knocking out critical topics...