TheLiveBigWay® Digest: Client Big
Dear Readers,
In February, we introduced you to The BIGs – the six core values that were co-created by our team over a series of retreats beginning in 2014 and that continue to shape every decision we make and every interaction we have with you. If you missed that first edition, we encourage you to start there; it tells the story of how these values came to life and why they matter.
Today, we begin the next chapter: a closer look at each of The BIGs, one at a time. We’re sharing this series because the values that guide us ultimately shape the experience you have with our team, and that connection feels worth making visible. Our hope is that as you read along, you see yourself and your experience with YeskeBuie in these pages, because the values that guide us were shaped, at every turn, by the people we have the honor of serving.
We’re starting where it only makes sense to start…
With YOU.
Client Big – the belief that to best serve others, you must feel the world through their heart – is our first value for a reason. Every other BIG flows from it. It is the lens through which we make recommendations, hold meetings, walk alongside you through every season of life, and challenge ourselves to grow. It is the reason we ask, “What’s top of mind for you right now?” and genuinely want to know how you’re doing and feeling.
We recognize that no two Clients have the same hopes, goals, or financial needs, and we seek to meet you where you are, prepare evidence-based strategies, and we make sure to tailor your plan to your specific needs so that you realize limitless visions for your Live Big® life.
When all of this comes together, it allows us to build a lifelong planning relationship as unique to you as your fingerprint. And we call all of that “Client Big.”
Our commitment to this value is what guides us to show up to every interaction fully present, engaged, and ready to actively listen to what you have to share. It’s what guides us to make sure you feel fully heard. To take everything we learn about you, every facet of your humanity, and holistically apply the knowledge as we help you make educated decisions that truly align with who and what matters to you.
In this edition of the Digest, we’re sharing what Client Big means, how it shows up in our work with you, and how our team lives it every day.
In the months ahead, we’ll continue working through each of The BIGs. We hope you’ll follow along – and that with each edition, you’ll feel more connected to the team walking alongside you.
Take care,
The YeskeBuie Team