Trusted Advisors
RAYMOND JAMES
Mark G. Schlig Vice President, Investments 608 Silver Spur Road, Suite 380 Rolling Hills Estates 310-265-6062 raymondjames.com/markschlig
M
ark G. Schlig, a financial advisor with Raymond James, works with individuals, families and businesses to create and implement comprehensive financial plans that span all phases of life. He owned and operated three restaurants for 20 years before going into the financial industry.
FAST FACT Mark is a semi-professional magician, performing shows around the world for the past 40 years.
How do you build trust in your relationship with clients?
“Trust is earned over time. I truly care about the welfare and success of my clients. When they see how hard I listen to them and address their concerns, they tend to know I have their best interest at heart.”
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How do you determine what your clients want and help them get there?
“In order for me to properly service my clients, it is imperative I gather all pertinent information and understand all of their needs. This includes risk tolerance, time frame, cash flow, current assets and liabilities, and tax brackets and other variables. Each client is different.”
In what ways do you address critical challenges facing your clients?
“When any client faces a major change, we deal with it to meet their needs and objectives. I am always available for face-to-face meetings and by phone and email. The most common critical changes that clients experience range from new family additions, death, divorce, buying a home and retirement.”
To what do you attribute your expertise in this industry?
“Being in this industry 20 years plus running my own businesses for 20 years prior taught me
many things, especially patience. There are no magical ways to ‘get rich quick.’ Many of my clients may not have earned large salaries but were fantastic savers and invested wisely over time. Today they are in the ‘high-net-worth’ category, with the help of disciplined planning I’ve provided.”
What concern do you hear from clients? “Will they have enough money to retire and maintain their standard of living? That’s the area I focus on for them and help them plan accordingly.”
How do you distinguish yourself from the competition?
“The dedication I give to my clients in terms of service, investment advice and care is what I am most proud of. I also tend to give clients some out-of-the-box investment ideas that they usually won’t hear from other advisors. Many of my clients have become good personal friends over the years.”
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