Process: your best asset is a good plan
Our processes are based on three important principles:
1. Know our client
2. Understand our client's objectives
3. Appreciate our client's attitude to risk
When we have an appropriate level of knowledge in these areas, in this order, we can proceed to make relevant recommendations.
Part of our processes, of course, is agreeing with clients exactly what they want us to do, how we are to be paid and how much.