Process
At McAlpin Financial Group, Chad’s philosophy and business process are intertwined.
“When first meeting with a client, I like to have a personal conversation, getting to know them and who they are as people. I want to learn about the things they love (their families, careers, hobbies, etc.). I want them to know me, who I really am inside and outside of the office.”
“Once we begin the journey together toward their chosen strategy, my clients are always made to feel like part of our family. They hear from me often, not just when it’s time for an annual review. They know that it is OK to reach out to me when they have questions, concerns, or even victories to celebrate.”
