Януари 19, 2021 11: 46 ч

Джейми Вайгел, инвеститор
“With our PSS rep, it really was a personal connection. He was trying to plan for his own family just like we were trying to plan for our family.”

No one can prepare you for it until you are actually going through it” is one of the first things Jamie Weigel says when she talks about becoming a mother. Young, adventurous, and somewhat carefree, Jamie and Nathan Weigel knew their lives would change forever when they learned they were pregnant. “You’re no longer number one,” Nathan says. Their daughter Ashlyn was born on May 20, 2020, and suddenly trips or house improvements became less important than “the diaper fund.” Fortunately, their families live nearby and are quick to help out, but Nathan and Jamie also rely on their PSS financial consultant. “It was really important to me to make sure that we were investing in the right way, we were saving in the right accounts, and where our PSS representative came in is really being a check-and-balance system,” Jamie says. Nathan is quick to add: “He sets the roadmap for us, but ultimately leaves the decisions up to Jamie and I.” Nathan and Jamie continue to enjoy working with PSS because, as Nathan says, they’re “vested in us from a personal standpoint.

Януари 18, 2021 10: 59 ч

Роксан Уолш, президент на Норвежки клубове за момчета и момичета
“During the economic crisis, I thought to myself, ‘Gee, if we could change a generation around financial literacy, it would impact the country.'”

Not long ago, Roxanne Walsh walked into a Boys & Girls Club to find a group of kids poring over a copy of The Financial Times. They were following their stock picks and catching up on the business news of the day. Five years ago, this would have surprised Walsh. Today, it doesn’t. “During the economic crisis, I thought to myself, ‘Gee, if we could change a generation around financial literacy, it would impact the country.” And with the help of PSS, the clubs are doing exactly that with Money Matters: Make It Count, a program that helps kids become financially literate. Club members learn everything from how to open a checking or savings account to more advanced lessons such as paying for college or even starting a business. Developing the curriculum with PSS, Walsh quickly realized financial literacy was a real passion for the company. “They’re not hands-off. They’re engaged in the development of the program, making sure we have the right expertise, the right kinds of activities that resonate with kids. And at a local level, their employees are serving as volunteers.” The experience has reaffirmed Walsh’s belief in the power of corporate relationships, that companies can “carry out their mission and their business at the same time.”

10: 59 ч

Carol Hamm, Principal, Hamm, Shibles & Brett, LLC, Wealth Management
“It’s almost as if PSS is part of our firm. It’s as if they have an office down the hall.”

Over the past few years, the number of Registered Independent Advisors has exploded. It’s happening, says Carol Hamm, because independent advisors can “choose from a wide variety of investment vehicles to meet the needs of their clients,” instead of pushing proprietary products. But running an independent advisory isn’t as simple as providing transparent, conflict-free advice. It’s a business that requires human resources, strategic planning, technology, operations, and all the other responsibilities that fall on Carol’s shoulders to keep her firm, Hamm, Shibles & Brett, running. That’s where PSS Institutional Services comes in: “We’ve worked with the same PSS representatives for over 10 years. There’s a deep intelligence of the firm and how we operate.” In addition to PSS’s practice management services, in-house consultants, and “immense library of tools and resources that help drive growth,” Carol says that what defines the PSS experience is the people: “Working with PSS is an authentic experience. It’s real, it’s human, and it’s incredibly reliable. Each person we work with tends to look at things with a long-term, futuristic perspective. It’s a very entrepreneurial approach.”