In addition to experience and knowledge, we expect a high degree of integrity, responsiveness, professionalism and dedication. Most importantly, we want to work with someone that we can communicate with, and who understands our needs and objectives. Identifying these traits and building a positive working relationship may take time, but in the long run it's well worth it for both the company and the client. The higher the comfort level, the more likely we are to continue working together in an honest and mutually beneficial way. Interpersonal communication is the key to knowing and truly understanding our client's needs, objectives and expectations.
People still make a difference.
Greenleaf Trust is committed to providing clients with professionals who are interested in developing working relationships at a level well beyond technology's reach. Return to Top Financial security from generation to generation.