As we start a new year, we want to take a moment to express our heartfelt gratitude for your trust and partnership. Working with clients like you is the reason we do what we do, and your continued support means the world to us.
We are also delighted to share some exciting news: as of December, Howard Wright now has a fully qualified support team dedicated to assisting you alongside your adviser. Your adviser will provide the details of who your dedicated Client Manager will be in the new year, meaning you have an additional point of contact whenever you need anything from Howard Wright should your adviser be unavailable or in client meetings.
This enhancement reflects our ongoing commitment to providing you with the highest level of service and ensuring that your needs are met promptly and thoroughly, every step of the way.
At Howard Wright, we’ve always believed that the best relationships are built on quality of service and trust, and that the most meaningful growth comes from genuine connections. That’s why we wanted to take a moment to share something important about how we choose to run and grow our business, and how it directly benefits you.
Rather than spending money on advertising or chasing leads, we’ve made a conscious decision to grow through referrals from clients who know us, trust us, and value what we do. In other words, our business grows through people like you and we wouldn’t have it any other way.
Here’s why we’ve built our business this way, and what it means for your experience as our client:
- We Invest in You, Not Advertising: Because we’re not pouring money into marketing campaigns, we can give more back to our clients. The funds and energy that another firm might spend on ads, we spend on enhancing your experience. For example, by investing into training our team to better service your needs, adopting better financial planning tools or simply being more available when you need us. It also helps us keep our fees fair and transparent. In short, our resources go into client service, not self-promotion.
- You Get Our Full Attention: Growing by referrals allows us to focus on quality, not quantity. We’re not chasing the next sale or stretching ourselves thin gathering hordes of new clients from the general public. Instead, we deliberately work with a select community of clients who value what we do (often friends and family of existing clients). This means we can keep our client-to-adviser ratio low and give you the dedicated attention and time you deserve. Your calls and emails get answered promptly because looking after our current clients is our number one priority.
- A Community of Great People: We often say we only want to work with “great people like those we already work with” and it’s true. You are the kind of client we strive to serve, and people you might refer are likely cut from the same cloth. By relying on your recommendations, we end up with a client base of like-minded, wonderful people. This creates a positive, family-like atmosphere where our clients often have similar values of trust, integrity, and long-term thinking. It makes interactions more enjoyable and meaningful for everyone.
- Accountability and Trust: The referral approach means we have to earn your satisfaction to earn new business. There’s no expensive ad campaign bringing in strangers who don’t know us; new clients come because someone trusted us and had a great experience to share. We’re deeply aware that if we take excellent care of you, you may tell others. That keeps us fully accountable to maintaining high standards. Your trust is literally our best advertising. This alignment is healthy: our interests (growing the firm) are directly tied to making sure you’re pleased with our service. In a way, you are part of our team, when you feel confident in us, you naturally become an ambassador of our firm. (By the way, thank you – we take that trust very seriously!)
Why is this the Best Model for Us?
Quite simply, because it lets us build the company we always envisioned. One grounded in personal relationships and excellent service. We’ve all had experiences with businesses that treat you like a number or are always pushing the next sale. That’s not us. By growing through referrals, we ensure that from Day One, every client relationship starts with a personal connection and a foundation of trust (you heard about us from someone you trust, after all). It’s a virtuous cycle: we do our utmost to delight our clients, happy clients introduce us to new great people, and our client community grows in a balanced, sustainable way. This approach has helped us remain passionate about our work and avoid the pitfalls of a more sales-driven mentality. It keeps our culture client-centric. We wouldn’t have it any other way.
What’s in it for you?
We hope a lot! You should feel the difference day-to-day in how we service you. No matter how big or small your financial question, you know you can call us and get thoughtful help, because we’re not off chasing leads; we’re right here for you. You’re part of an exclusive circle that we cherish. As our way of thanking that circle, we provide educational news (like this one), and make ourselves available in ways you might not find elsewhere.
Before we close, we want to emphasise: we are immensely grateful that you’ve put your trust in us. Clients like you are the reason we love what we do and the reason we can operate in this referral-based way. It’s not just a business strategy, it’s a reflection of our values. We believe when a business takes great care of its clients, those clients will happily help the business grow. It’s a win-win situation that creates strong, enduring relationships on all sides.
Thank you for being a part of the Howard Wright family and for supporting our unique way of doing business. We truly believe this model allows us to serve you better, and we hope you feel the same. If you ever have any thoughts on our service, or if there’s someone you know who might appreciate the way we work, we’re all ears.
Warm regards,
The Team at Howard Wright Limited
P.S. Your feedback is invaluable. If you have any questions about our referral-based philosophy or any aspect of our service, please don’t hesitate to reach out. We’re here to listen and help.