Strategic View Advisors
Strategic View Advisors is a financial planning team that partners with their clients to help them Achieve Financial Peace of MindTM. The team, led by CEO Edward Moyzes, operates under the umbrella of the Northwestern Mutual Private Client Group. Northwestern Mutual has been in business for the past 163 years.
What is your advice for building and growing client relationships?
Every “advisor” will ask for budget and account details, but people don’t build their lives around numbers. You need to understand what keeps people up at night and what gets them up in the morning. It starts with asking thoughtful, relevant questions and continuing to do so over time as the relationship grows and deepens.
What is the key to earning the trust and confidence of clients?
Demonstrating care and competency. Clients need to see that you are interested in what matters most to them and that you can tie those interests into an analysis that reflects their unique circumstances. Clients will know if you cut corners or provide boilerplate recommendations. We invest the time and energy to understand our clients and translate that understanding into actionable steps backed by rigorous, analytical work.
In this digital world, what is your most effective communication technique with clients?
Being responsive to client preferences. Some clients tend not to answer when you call but will respond to your email within 10 minutes. Some clients love the virtual meeting option, while others deeply value face-to-face interaction. There is no shortage of tools that we can use to connect virtually, and while it’s important to be able to utilize those tools, the human element remains at the core of our client relationships.
What attributes does the ideal client have?
Our best clients come in many shapes and sizes, but they have some consistent attributes that we see across age, gender, family status, etc. First and foremost, they are caring people who have meaningful goals for their wealth. Second, they are open to sharing those goals and accepting advice. Third, they are willing to take action when a trusted advisor provides clear guidance based on their specific circumstances.
What do you wish all clients would do on a regular basis?
Take a moment to consider the purpose behind their financial plan. Contributing to a retirement account? That’s so you can have time to enjoy your spouse and visit the grandkids. Funding a 529? That’s because you want your kids to leave college with all options on the table. Opening a donor-advised fund? That’s so that your kids and grandkids can see the importance of charitable giving. We make it a point to treat every client review as an opportunity to connect their financial decisions to the bigger picture.
How important is a sense of humor during tough situations?
Difficult situations require empathy, and humor is a big part of that. Understanding when a client or a team member needs to laugh and knowing how to walk the line between appreciating something funny and making light of a tough situation is crucial to maintaining long-term relationships. Some light, self-deprecating jokes can go a long way toward easing tension.
In what ways is the business model of your firm unique?
We think long term about our client relationships. The “big lie” that is so often told in our industry is: “I’ll always be there for you.” In reality, no one—myself included—can promise that. Sickness, death or retirement come for us all. Our entire model—from hiring to development to partnership tracks—is all predicated on the assumption that while “I’ll always be there for you” may not be true, “We’ll always be there for you” is a promise we can make and keep.
In what ways does your firm make our community a better place?
We believe that emotional energy is a finite resource, so any emotional energy that is being spent on worrying about finances is being taken away from important things like family, friends, work or charity. We believe that by helping people Achieve Financial Peace of MindTM, we are increasing the amount of emotional energy available for those important things, thereby improving the communities in which our clients live.
Additionally, this year we launched SVA CARES, a philanthropic arm of our firm. We’ve already gathered clothing donations for Foster Nation and are participating in the Walk for Alzheimer’s in the fall.
Disclaimer: Edward Moyzes, Carol Anne Bates, Christopher Hall, Mollie Alyssa Kaiser and Shanelle Medequiso Sua use Strategic View Advisors as a marketing name for doing business as representatives of Northwestern Mutual Wealth Management Company® (NMWMC) and Northwestern Mutual Investment Services, LLC (NMIS). Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Edward Moyzes, Carol Anne Bates, Christopher Hall, Mollie Alyssa Kaiser and Shanelle Medequiso Sua provide investment advisory services as Advisors of NMWMC, a subsidiary of The Northwestern Mutual Life Insurance Company, located in Milwaukee, WI (NM) and a federal savings bank, and provide investment brokerage services as Registered Representatives of NMIS, a subsidiary of NM and a registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.