Building and Maintaining Deep Client Relationships

By: Murphy Burns-Hein , Business Development

At Exencial Wealth Advisors, we believe that fostering deep client relationships goes far beyond managing portfolios — it’s about understanding our clients on a personal level. Our commitment to personalized service is woven into the fabric of who we are as a firm, and it starts with the character of our advisors and our entire team. We pride ourselves on being more than just financial professionals; we are dedicated partners in our clients’ financial journeys, genuinely there for them every step of the way.

How We Build Client Relationships

Think of us as financial doctors. When you visit a doctor for a shoulder injury, they won’t prescribe treatment until they take an X-ray and get all the facts. Similarly, we take time to thoroughly understand our clients’ financial situations before offering advice. Through deep discovery sessions, we identify not just the immediate concerns, but also the underlying issues that need attention. These sessions serve as the foundation of our client relationships, allowing us to prioritize needs and close any gaps. When clients feel truly understood, trust naturally follows.

?We also recognize the importance of involving the entire family. Often, our first meeting is with one spouse, but to build a lasting relationship, we make sure to include both partners and understand the dynamics across generations. Understanding family relationships — including the roles of children and grandchildren — is essential for managing generational wealth and ensuring that the entire family feels comfortable with our team.

How We Maintain Strong Client Relationships

Maintaining strong relationships is about staying connected. A consistent meeting cadence ensures our clients know we are always there when they need us, whether they’re worried about market conditions or considering major life decisions like purchasing a home. We serve as their last line of defense before they make important financial moves, and proactive communication keeps us engaged with their evolving concerns.

Active listening plays a critical role in maintaining these relationships. When clients voice their worries, we take note and follow up regularly, whether it’s through phone calls, emails, or text messages. Technology helps us stay connected, but it never replaces the personal touch. In fact, the pandemic really demonstrated the value of strong relationships. After sitting behind a screen for so long, it was meaningful for our clients to have face-to-face interactions again with a firm they trust.?

How We Overcome Challenges in Client Relationships

Building deep relationships also means addressing the challenges that may arise. One of the biggest obstacles can be clients’ reluctance to give up control. Many of our clients are business owners who have spent their lives managing their own wealth, and the idea of handing over that responsibility can be daunting. For others, their relationship with money is shaped by their upbringing, particularly if they grew up with limited resources and built their own wealth.

This is where empathy becomes crucial. We take time to understand not just the financial decisions our clients are making, but the emotions and fears behind those decisions. By relating to our clients on a human level, we build a bridge of trust that helps them feel more comfortable letting us guide their financial future.

At Exencial Wealth Advisors, we are dedicated to building deep, meaningful relationships with our clients. It’s about more than just managing wealth — it’s about being there for our clients in every facet of their financial lives, providing insight, support, and empathy at every step.

Ready to build a lasting relationship with a financial partner who understands your unique needs? Contact us for a consultation.

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Exencial Wealth Advisors is an SEC registered investment adviser. ?Any references to the terms “registered investment adviser” or “registered,” do not imply that Exencial or any person associated with Exencial has achieved a certain level of skill or training.