BMG is two today! (And what a ride it's been so far.)
We've learned so much in these two years. Like how to better leverage technologies to deliver the best service we can to our clients. And how important it is to have healthy, trusting conversations with our team as we are making critical decisions with our clients' money. Or how our clients are fully capable of adapting to things like virtual meetings.
We've grown our team, our knowledge, and our business far faster than we thought we would. And with the addition of our new service, Prologue, we are able to ensure we are delivering on a commitment we've always had; to help the next generation plan financially, and build wealth.
We've improved our internal processes to allow us to more efficiently serve our clients. These streamlined, and sometimes automated processes are a constant focus to ensure BMG will have many birthdays to come.
But we haven't forgotten who we serve. At BMG, we solely exist to provide sound financial advice to our clients. That means knowing them, treating them like family, and always, always putting their interests first. We wouldn't be here if it weren't for the clients who allow us to serve them, and we are beyond thankful to help them Plan Their Stories.