Barbara Says THANK YOU to Our Clients
By Hightower St. Louis on April 3, 2020
We learned Barbara was listed on the 2020 Barron’s Best-In-State Wealth Advisor list just as the St. Louis Region began to hunker down for social distancing to reduce the spread of COVID-19. While we took a hot second to celebrate as a team, we did not share the news publicly because we felt our time was better spent reviewing portfolios and reaching out to clients.
Yesterday over Zoom Coffee, Barbara Archer, Managing Director and Partner, and Darrell Grant, Chief Experience Officer, finally caught up to discuss her recognition:
Darrell: We held off announcing the Barron’s recognition to focus on COVID-19 contingency plans, so we’ve not had much of a chance to talk about it. What are your thoughts on being named to the 2020 Best-In-State list for the sixth time?
Barbara: The quality of advisors is continually improving and, if anything, it means more to me each year.
DG: Why does it mean more?
BA: This award recognizes our team and acknowledges the care and concern we have for our clients while proactively providing planning and investment management. The recognition signifies the continued trust our clients have in us and shows we are successfully putting our client statement, “Make a Plan, Make an Investment, Make a Difference,” into practice.
DG: That’s another thing we really haven’t had much time to discuss with clients, our new tag line and values statement. What does it mean to you and how do you think it connects with our clients?
BA: Yes, we kind of ran right from the Hightower rebrand into Coronavirus. To me, well-th. rebalanced. exemplifies the way we become part of our clients’ lives through listening and empathy to achieve wellness in all aspects of their lives; relationships, physical and emotional health as well as financially. We discuss and understand their hopes and aspirations, we help educate their children on topics of money, wealth, and philanthropy, we work with their attorneys, accountants, and other advisers to make sure all the different pieces of their lives work together effectively and keep them “well-thy”. Since it’s about more than monetary wealth, our new tagline is the perfect description of what we do.
DG: We agreed as a team two years ago, during our retreat, that our client statement should be “Make a Plan. Make an Investment. Make a Difference,” and that seems pretty prescient given where we are today.
BA: Exactly! We were already thinking about overall wellness beyond just money and wealth. We want our clients to live fulfilled lives and we are here to help them.
DG: It’s nice to see that our mission, as we define it, resonates with our clients through industry recognition. What would you like clients to take away from this conversation?
BA: THANK YOU!! They helped grow Archer Wealth and they stayed with us as we transitioned to Hightower in order to provide long-term stability and care for them. As clients have established wonderful connections with other members of our team, I’m no longer number 1 on their speed-dial. That shows the strength of our connection to them as a TEAM. Yes, I would want them to know that I THANK THEM.
“THANK YOU!!”
Barbara Archer has been recognized by Barron’s
as part of their Best-In-State Wealth Advisors six times: 2014,2016,1017,2018, 2019,2020
2020 Top Advisor Rankings by State – Barron’s
15 Hightower Advisors Honored on Barron’s 2020 Top 1200 List – Hightower
Barbara Archer, MBA, CFP®, CLU®, AEP®
Barbara’s Blog Posts
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MAKE A PLAN. MAKE AN INVESTMENT. MAKE A DIFFERENCE.SM
well-th. rebalanced.
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