Orphaned Client – noun –
There appears to be no shortage of orphaned clients in Japan, and repairing and correctly servicing the accounts of clients who started out elsewhere forms a large part of our business. We know there are countless individuals out there who simply require an advisor that will sit down for a transparent face-to-face conversation about their needs and what is available to them without any obligation to do anything thereafter.
If your advisor has become out-of-touch (or was never really in touch…), contact us by filling out the below form to arrange a no-obligation, unbiased second opinion on your financial situation.
Admittedly, taking in orphaned clients often results in a great deal of up-front work , but in our experience the client/advisor relationships based upon trust-earned, have a much longer lifespan.
Also, in the future if any of your friends are thinking about their finances, perhaps our name will come up in conversation as a reliable source of value…
After contacting us, feel free to look around the website; many people have found our Frequently Asked Questions (FAQs) pages quite helpful. Or, check out other articles in our Insights section for more in-depth looks at specific topics relating to personal finance for international professionals and the global economy.