“What’s Your Why?” with Lytle Rather and Chris Kittrell

The overarching theme is just what’s important to you, what’s your why?

For us, it’s really helping our clients make smart decisions with their money. When we sit down with a client, we have heard over and over what’s most important to them, and we want a process in place to make sure that we address those things that are most important to them.

I think so many clients are really looking for a team now. It’s not just looking for that one individual or looking for a team, and they’re really looking for somebody that they can lock arms with and say, okay, here’s what is important to me. Here’s what my why is, help me get there.

Another thing we’re hearing our clients ask us is, I want somebody who knows what’s going on with everything. I want somebody to act as almost a family CFO to make sure that we stay on track. And for us, it’s really listening to what the client wants, what is important to them. So what’s important to them is gonna drive how we work with ’em. We’re helping them make decisions around all of these areas where they can go to one place and know that it’s all taken care of.