Friday, June 9, 2023

It’s beginning to look a lot like Christmas (Part 1)

By Glen D. Smith, CFP®, CRPC®

There’s always something that reminds us of Christmas. Maybe it’s the smell of roasted chestnuts or possibly frost on the windows. But, unless you’re Scrooge or The Grinch, everyone has fond memories of past Christmases. I spent my first 18 Christmases in Ecuador, so the memories from my younger days are very South American. As I turn 40 years old, I now treasure my colder Christmas memories with Gisella, Lucas, and Nathalia.

Glen D. Smith & Associates is now two years old. The time has gone so quickly, but as we head towards another new year, I’m going to pause and reflect on our achievements.

This year, we’ve hosted 12 client events, including our first fundraiser for 29 Acres, a non-profit organization that provides housing for young adults with autism. The event raised over $6,700 for this charity. As a local company, we’re embedded in our community, so events such as our free shredding event aren’t just for clients, they’re also for our family, friends, and neighbors.

In 12 short months, we’ve seen a 29% increase in clients. This wouldn’t have been possible without the team and their focus towards exceptional customer service. Client care is paramount to the team, but they also bring a wealth of other skills to the business. Check out part two to learn more about the team at Glen D. Smith & Associates.

Glen D. Smith & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Any opinions are those of Glen D. Smith and not necessarily those of RJFS or Raymond James. As Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Raymond James Leaders Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

CTG Staff
CTG Staff
The Cross Timbers Gazette News Department

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