Towards the end of last year, I had the pleasure of meeting with one of our long-standing clients, Mark Wilson, to discuss the changes we’ve been working on at Emery Little and what they mean for clients.
We filmed our discussion so we could share it with you. Among other topics, we discuss recent changes at Emery Little, our vision for the future, our values and priorities, and changes to the way we charge.
I’m very grateful to Mark for taking the time to meet with me – I was really keen to and answer the questions you have and Mark was a great representative of our clients.
At just over 20 minutes, it is a long chat but if you don’t have the time to watch it all, we’ve broken it up into sections and you can jump to the part that interests you.
If you have problems viewing the video, try this link instead.
If you’d prefer to read our conversation, here’s the transcript.
We finished the conversation by covering the change we’re making to the way we charge. Many of you have already discussed this with your Financial Planner and I want to reassure you that there is no further change for you. Where we haven’t yet had the conversation, your Financial Planner will discuss what the change to charging means for you in your annual review meeting.
I hope you find this update useful. There were a number of topics we just didn’t have time to cover and I hope to get around to talking about these throughout this year. If there’s any subjects that interest you, let me know.