What is Camardas “Client Community?”
It is a system of events and touch-points designed to help us stay close to clients on a variety of levels, to improve communications with them, and to constantly remind them of how very important they are to us, and how important it is for us to continuously “amaze and delight” them. To remind us that we are dealing with real people and real dreams, not just portfolio math and performance. It involves our monthly newsletter, seminars and educational events, a web presence, regular calls and meetings, social gatherings, and our annual holiday party and summer “bring the extended family” picnic. We aim to cultivate a real sense of identity and community among our valued clients and employees, all of whom share the common mission of maximizing client wealth and financial security. Not only have a great many deep and lasting friendships sprung up this way, but it helps promote informal channels of communication that really help us “get” what clients want from us; sometimes, things are cle
