Last week, three members of Marietta attended the annual Schwab IMPACT Conference for registered investment advisors in Chicago. Amanda Grams, Mary Allmon, and Jonathan Smucker connected with dozens of firms, specialists, and speakers, highlighted by former UK Prime Minister David Cameron’s keynote address. While the conference offered insights on a variety of topics, one theme dominated throughout most sessions: the client experience should be the focus of every firm.
A core mission at Marietta has always been to put our clients first. Thus, we are encouraged by this emphasis at IMPACT and we are dedicated to exploring more ways to improve our client relationships. In the coming months, a member of our team will be reaching out to you to listen to suggestions and observations on how we can provide you with the best possible experience with Marietta.
We thank our clients for their loyalty and friendship and we extend to you all our wish for a joyful and healthy holiday season.