David Strege, CFP®, CFA, CKA®, Senior Financial Planner
July 8, 2019
Clients tell me, “You can never leave!” And I’ve had clients ask me when Johnne Syverson and I are retiring. I can relate to their concerns and wonder the same thing when it comes to my doctor, accountant, or pastor. For now, however, I assure you I’m alive and well (and still playing volleyball) and plan to be around for a while!
When Johnne and I formed Syverson Strege 22 years ago, our vision was to have a firm that could help clients like you make wise financial decisions throughout your lifetimes and also be available to help your children. Purposeful succession planning is in place as Johnne and I have a detailed process to identify and develop new leaders who can replace older leaders when they leave, retire, or die. We can guarantee that your ongoing financial needs will be taken care of.
The vast majority of financial planning shops have one primary advisor with whom a client meets. We established a firm where multiple professionals would work together for your benefit. All of our clients, including you, are clients of the whole firm. Other professionals are brought in as needed for specific knowledge for your situation.
Each Syverson Strege client is assigned at least two credentialed professionals as part of your team. Availability to address immediate issues is multiplied because more than one person has worked firsthand with you. This team approach allows for a smooth transition when a professional exits the company, has a health issue, or retires.
We know that your personal finances are a private matter and require trust in your professional team. As our team ages and changes, we are always working to provide quality replacements for a seamless transition. When possible, we make team changes over a period of one to two years, allowing you to gain trust in, and build a relationship with, the new team member. We appreciate the trust you have in our firm and our succession process. As changes naturally occur, we will work to maintain and further elevate that trust.
Syverson Strege follows the Entrepreneurial Operating System® (EOS) as developed and explained in the book “Traction” by Gino Wickman. The EOS provides a positive office environment to advance a safe discussion forum for every employee. We exist “to build caring relationships that empower those we serve to lead a fulfilling life.” To accomplish this, our staff strives for healthy communication, which leads to us working well together for your benefit.
We are blessed to be in a business that allows us to provide wise financial counsel for you, our valued clients. Johnne and I will naturally scale back in future years, but plan to be involved many more years. We are aware that any change involving trusted relationships can be challenging. We promise you we are prepared to make transitions with compassion and sensitivity. You can have confidence that our succession planning is done with your prosperity in mind.
Our internal succession plan is designed to allow our older owners to be bought out over many years. The next generation of owners form our management team and are constantly learning about the business and how to perpetuate its delivery of exceptional service. With hands-on experience, they are gaining knowledge and wisdom which allows them the confidence to step into the future role of majority owners. Johnne and I have complete trust that you will be in good hands.