Spring 2016 issue of Horizons

This is the time of the year when major league baseball teams have kicked off regular season play. The last couple months have been primarily used to evaluate talent and improve skills for the upcoming season. Any one team can get hot and succeed once in a while, but teams that succeed year after year have a proven process that is continually improved and repeated. With RubinBrown’s corporate headquarters in St. Louis, we will take the liberty of using the St. Louis Cardinals as an example. In an interview with KTVI TV station in October 2014, Bill DeWitt III, the President of the Cardinals, credits consistency and discipline for the organization’s success. DeWitt said the biggest challenge is balancing short-and long-term goals. The Cardinals have maintained discipline and consistency from scouting to player development and from drafting to free agent signing. DeWitt also said, “We have consistency up and down the organization with respect to teaching and to developing players.” It obviously works. The Cardinals have won 11 World Series, with 18 Pennants and 37 Hall of Famers. The critical importance of talent management in major league baseball is analogous to RubinBrown’s Wealth Management Services. Fans/Clients Fans support a winning franchise that offers fairly priced entertainment value. The Cardinals’ success is evident in the fact that they have drawn 3 million fans for 12 straight seasons.

Wealth management clients come to and stay with the advisors that provide a comprehensive, personal service at a fair price.

We help our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. Discipline & Consistency Success requires a repeatable process that promotes discipline and consistency. The wealth management process is a disciplined, highly successful methodology that includes these steps:

∙ Establishing and defining the relationship with the client

∙ Gathering relevant data and facilitating the establishment of client financial goals

∙ Analyzing the data and assessing the client’s financial position

∙ Developing accommodations for achieving the goals

∙ Implementing recommendations in collaboration with the client

∙ Monitoring the progress of the recommendations and their results

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