>> I'm Grant Rodden.
I am founder and CEO of Wescott Financial Advisory Group.
Well, as a CEO, it entails actually the more things I can do externally the better
because over time what we've done is built a structure, a management structure,
so a lot of the day-to-day and internal things that go on in the business are handled by,
you know, professional managers and things that I work on are generally more externally focused,
so it's working with clients, it's working vendors, it's working with, you know,
other service providers, it's working within the industry, it's finding referral sources,
and then internally, it's sort of overseeing the management of it, but that happens on more
like a weekly, monthly basis as opposed to day-to-day.
So, we provide financial planning and investment management for our clients.
So, the financial planning part of it is to provide clients with substantive advice,
tax and state and business planning, but a lot about life planning and how they're going
to be moving at achieving their goals is actually what our mission statement is,
achieving client goals, and, so, that's the sort of the crux.
And the investment portfolio side is that sort of engine that drives, you know,
eventually what a client can do, so you have to carefully manage that,
but the focus is very much on the individual.
So, what we do is, it's strategy and discipline, and if we build a strategy
in the investment markets and you think about it over a long period of time, over 15 years,
for example, nearly a 100 percent of time,
99.5 percent of the time you will have very positive returns over that period, and,
so, it really, you can't time it.
You just have to be a patient investor, and, so, the discipline part that goes along
with the strategy is having the clients be disciplined so when they're feeling the pain
in a down market, you're explaining what's going on, you're giving them context,
you're letting them know they're okay, you're explaining the quality that's in the portfolio,
and over time, you know, they stay, and then they thank you.