by Peg Webb, RFC, Senior Vice-President Financial Advisor, Wealth Enhancement

At Wealth Enhancement Group, we are committed to sustainable service excellence that exceeds client expectations and earns their loyalty. “Our Promise to Our Clients” is to provide a comprehensive set of financial services and unparalleled advice. Wealth Enhancement Group’s Roundtable makes our promise possible.

The Roundtable, a unique team-based approach engrained in our organization since the very beginning, continues to be the building blocks of our firm and clients’ success. The Roundtable enables our financial advisors to share information and best practices with each other and determine the best solution.

How the Roundtable Works

If you haven’t already heard how our Roundtable works, during the first and third week of each month, financial advisors and planners meet to evaluate their client cases and determine effective solutions. For each case, the Roundtable reviews the client’s financial situation (with identities hidden), and then proposes expert solutions for the client’s financial goals.

The depth of experience in all financial planning areas of our team is what sets us apart. Members of the Roundtable include Certified Public Accountants, Certified Financial Planners, the Director of Investment Management and advisors who have extensive knowledge in estate planning, risk management and insurance

I have had the privilege to work with our knowledgeable team of specialists at Wealth Enhancement Group for over a decade. Our financial advisors believe it is their responsibility to use a collaborative approach. It helps us deliver our promise by finding the optimal solution for every client and potential client situation.

In addition, the Roundtable creates a unique learning environment that creates more experienced advisors. The planning and coaching components of the program give individual advisors and team members the right tools to increase their knowledge and proficiency in all areas.

Delivering on Our Promise

When someone comes to Wealth Enhancement Group looking for financial advice, that client isn’t just getting one financial advisor. They are getting an entire team of experts skilled at finding the best solution for their particular situation.

The Roundtable program delivers on our promise to the client and other WEG team members, by providing timely, valuable and effective advice in the WEG tradition that built our business. A culture of “all sharing” is an invaluable component, to the whole organization as well as each individual.