Executive Corner

To our valued clients,

I’m certain we have all seen brighter times than we are currently experiencing, which is why I was intrigued when I found a little book recently called “The Persistence of Yellow: Inspiration for Living Brightly.” It has quickly become one of my favorite reads. This book was written as an inspiration for living brightly — something we all get to choose to do regardless of our circumstances. I’m not saying it’s easy, but it is always an option.

Our current environment and “new normal” have certainly caused many of us to pause and take inventory about what’s really important to us as we live out our lives. This reflection has given us all an opportunity to take a harder look at our financial plans, which ultimately support our life plans. People are going deeper into what really matters, and we, as your financial advisor and advocate, want to go deeper with you.

Some of us feel on track while others are maybe adjusting their sails a bit — every situation is unique. We understand that and that’s why we are here for you. Our hope is that you will be feeling our presence more as we continue to work with you to identify what really matters to you and your families and how we can help.

Our JNBA team is going deeper too. We are taking inventory with all of you to make sure we are connecting with you in meaningful ways. We want you to feel heard and understood. Many of you recently took the time to complete our client survey, and we thank you so much for doing that. It really does help us keep a pulse on how we are doing today and where me might be able to do better going forward. Over the past few weeks our advisory team has gotten the chance to talk to many of you about your feedback, and we have sincerely appreciated the conversations. Being an irreplaceable partner to you is one of our core values. And the feedback is invaluable. So thank you. For over 40 years we have remained steadfast in our commitment to never rest on our laurels, and your engagement in our mission allows us to keep that commitment. So much of the feedback has been rewarding for our team to hear. It’s important to be reminded that what we do really matters, and we thank you for reminding us of that.

Over the past several quarters we have celebrated so much with our team members and clients alike: promotions, job transitions, engagements, weddings, new babies, fun Zoom calls to stay in touch, new clients joining us, and existing and valued clients appreciating us and adapting to COVID-19 along with us. We have also walked with families as they have said goodbye to loved ones. It’s all such a privilege that we never take for granted. Working with you and helping you navigate some of life’s most important decisions brings us incredible joy and satisfaction.

We are so grateful for the continued trust you place in us especially during these times. Thank you. We truly are navigating this journey together. As I sign off with more gratitude than you will ever know for all of you and our amazing and dedicated team, I’d like to share a little tidbit from the book: “Most of my life,” she says, “I’ve been in search of IT. And I thought IT came inside a big box with a bow on top carefully marked and labeled and numbered. I brushed away all the ‘incidental’ discoveries like cobwebs. But now everything counts. Now I search for traces of miracles… and I find them everywhere.”

Stay safe, live brightly, and know we are always here for you.

 

 

 

 

 

 

 

Please see important disclosures information at www.jnba.com/disclosure