Know What to Expect

Know What to Expect

How we do things around here:

• When you’re beginning a new engagement, a new job, a new partnership, it might be worth agreeing on a list in advance – i.e., scope.

• Our agreements are always worded as clearly as we can make them – we will never attempt to confuse the issue with legalese.

• If we are not sure about something, we will ask you.

• We will answer all emails in timely fashion, even if it is merely to confirm receipt.

• We don’t miss deadlines.

• We hit the ground running, so we aren’t sprinting to catch up at the end.

• We don’t compromise the quality of our work. Period.

• We note pitfalls ahead, but won’t ever waste time casting blame after a stumble.

• We approach our work with specific intention – that it is designed for a specific client and to serve a specific purpose. One size does not fit all.

• If the engagement isn’t working, we will tell you so – and do it with specificity and kindness.

• We expect to be compensated for our work, but our goal is to always create more value for you than the amount you pay us.

How do you approach new business engagements, new partnerships?

Please click here to email me directly – I would love to hear about your own approach to customer service, and/or discuss how RFG can help you.

Until next Wednesday – have a great week!

Peace,

Eric

Suggested Posts

The Home Office Deduction – Explained

When Rigby Financial Group plans for your taxes, we might ask whether you reserve a portion of your home as

Read More

At Age 83, Paul McCartney Really “Got Back”

I got an early Christmas present this year―seeing Sir James Paul McCartney live in my home city of New Orleans;

Read More

High Wealth Financial Strategy: Define Your Goals, Plan, and Enjoy!

Individuals with high wealth, whether you’ve built your fortune from the ground up, or carefully stewarded a personal or family

Read More

Sign up for our weekly emails!

Financial and tax planning tips and important updates from Rigby Financial Group – delivered right to your inbox!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*

Sign up for our weekly emails!

Financial and tax planning tips and important updates from Rigby Financial Group – delivered right to your inbox!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*