What It’s Like to Partner With Farrall Wealth: Love, Rinse, and RepeatSubmitted by Farrall Wealth on November 16th, 2021
By Greg Farrall, PPC®, CWS®, CPFA®
We all have customer service stories that stand out—some horrifying, some that put a smile on our faces. Sometimes we’re shocked at the lack of service we receive and sometimes an experience is so good it earns our loyalty. Well, at Farrall Wealth, we don’t believe in subpar service. We’ve set up our entire firm with the goal of continually wowing you and making you feel valued and loved. Here’s how we make that happen.
The Extra Mile Principle
The “Oracle of Omaha” Warren Buffett and Farrall Wealth have a few things in common. Not only are we both always in search of value opportunities but we also hold to many of the same driving principles.
One such principle is the importance of saving. Mr. Buffett, at the ripe old age of 14, boosted his savings by running a very profitable paper route. He was earning $175 a month, (1) which is more than his teachers were earning at the time. He used this money to invest in himself and thus further his career.
This brings us to the second principle. During an interview on CNBC he was asked why his paper route was so much more productive and profitable than others. He explained that most people expect their morning paper in their driveway. He tried to go above a person’s expectation and throw the paper onto the front porch. Simply put, Warren Buffet went the extra mile. He gave his customers more than they expected, and he credits this principle as being key to his success. Case in point, Buffett, who is now worth more than $100 billion, (2) spent many years in the newspaper business, though at a somewhat higher level. At one point he owned 30 newspapers and multiple weekly publications (3) and was one of the biggest shareholders in The Washington Post, (4) the paper he once delivered.
Love, Rinse, Repeat
Farrall Wealth has taken Warren Buffet’s approach to service to heart. With our “on the front porch” service philosophy, we strive to exceed our clients’ expectations. If a client needs something, we are there for them, going above and beyond in every situation.
The proverbial “front porch” idea is an extension of our core mission to shower our clients with love, then rinse and repeat. With every interaction, we want to build trust and show our clients that we care for them deeply. This is not some business strategy—it’s a lifestyle that our entire team is committed to.
Because when it comes down to it, who doesn’t enjoy being showered with love?
Experience It Yourself
Our point is this: your financial life is way too important for you to settle for working with someone who doesn’t put serving you first or who doesn’t truly care about your life. If you want to know more about how we walk our mission out and how our focus on loving our clients makes all the difference, call our office at 219-246-2516, email firstname.lastname@example.org, or schedule a complimentary consultation online. Be sure to visit our website to learn more, and connect with us on LinkedIn, Facebook, Twitter, and YouTube.
Greg Farrall is CEO and owner of Farrall Wealth, an independent, boutique wealth management firm that is dedicated to helping women and business owners create customized financial plans that allow them to grow, protect, preserve, and distribute their wealth. Greg is known for being a trustworthy problem-solver who walks his clients through whatever life throws at them. He prioritizes building long-term relationships and is passionate about going the extra mile for his clients so they can pursue their goals and live the lives they want. Greg has a bachelor’s degree in international business from the University of Wollongong in Australia and a bachelor’s degree in finance and marketing from Indiana University Bloomington. He is a Professional Plan Consultant® (PPC®) and a Certified Wealth Strategist® (CWS®) professional. And he recently received his Certified Plan Fiduciary Advisor (CPFA®) designation. You can listen to him on his financial literacy and business topic podcast, Money Matters with Greg, on iTunes, Google and Spotify. He’s also on YouTube, Twitter, and Facebook at @FarrallWealth.
Greg is a pillar of his community and served as the 2013-14 co-chair for the United Way campaign, through which he helped raise $1.8 million for 38 nonprofit organizations across Porter County, Indiana. He also served as president of the Valparaiso Rotary Club. Currently, he is on the advisory board for the Kelley School of Business and Dean of Students’ board at Indiana University. He also holds a position on the Culver Academies parents’ board.
When he is not working, you can find Greg spending time with his family or investing in one of his many passions, which include cooking, Spartan races, fly fishing, and meditation. To learn more about Greg, connect with him on LinkedIn.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.