Tag: client service

FEATURE
When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]

When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]

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Episode Summary

What happens when leaders of a thriving wealth management firm and a forward-thinking accounting practice join forces? You get a powerhouse partnership that redefines how financial services are delivered.

In this episode our host, Matt Ackermann, chats with two trailblazers, Mark Mitamura of The Reserve Investments and Craig Ima of Windes Accounting Firm, who combined their expertise creating a fully integrated firm, Windes Wealth Management. By streamlining financial planning and investment management with tax strategy and accounting they deliver a seamless client experience.

They discuss

  • The power in partnership: how growth opportunities were unlocked for both their firms and their clients
  • How their collaboration was born and what makes it so unique
  • The importance of relationship management
  • Balancing working both in the business and on the business
  • The deep impact teaming up had on client service
  • And so much more!!!

Whether you’re a solo advisor, a firm owner, or just dreaming of your next chapter, this episode offers practical insight and inspiration on what’s possible when you stop going it alone.

Connect With Mark Mitamura

 Connect with Craig Ima

Connect With Matt Ackermann:

 

About Our Guests

Mark Mitamura

As CEO and wealth advisor at The Reserve Investments, Mark’s mission is to help his clients find financial confidence, working to coordinate many aspects of their financial life. He takes the time to get to know each client and build lasting relationships to help guide generations toward financial independence. Mark uses the same steady approach when helping business owners better position their personal and business finances seeking to quiet the storm of uncertainty.

With almost 20 years of experience in the financial services industry, Mark takes a measured approach to give clients the confidence that someone professional is in their corner throughout the many financial stages in life. He specializes in simplifying complex concepts and explaining them in a way that is easy to understand and also apply. Backed by a team of dedicated and tenured professionals, Mark collaborates with The Reserve team as well as experienced subject matter experts from coordinating and consulting to the delivery and implementation of financial plans.

Mark believes in the importance of providing customized strategies, therefore each client’s current financial situation, goals for the future and any challenges he or she may face in their pursuit of financial independence are properly considered. Mark applies this personalized attention as he offers guidance related to asset management, retirement planning, insurance planning, estate planning, tax planning and more.

Craig Ima

Craig joined Windes in 2008 and is the firm’s Chief Marketing & Development Officer. He has more than 30 years of marketing, business management, product, strategy, database, business development, and sales experience.

Craig has held extensive executive positions with top-notch small to large-sized companies in industries such as accounting, professional services, automotive, information marketing services, Internet, direct marketing, computers, electronics, software, and investment banking.

Craig’s focus in the firm is to develop and execute marketing and practice development strategies.

Disclosure

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

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FEATURE
The Helping Mindset with Rich Osman [Ep. 58]

The Helping Mindset with Rich Osman [Ep. 58]

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Matt sits down with Maryland based advisor and founder of Phronesis Wealth Management, Richard Osman.

It’s always been about helping for Rich, a mindset that comes naturally to him, but can you help everyone?

Matt loves a good-origin story and Rich delivers with his honest, family-oriented beginning that taught him invaluable lessons that brought him to where he is today.

Rich shares his thoughts on:

  • “Niching Down”
  • Client minimums
  • Keeping up with client’s diversified needs
  • Perceived industry standards
  • and so much more!

 

Connect With Richard Osman:

Connect With Matt Ackermann:

About Our Guest:

A tenured and credentialed CEO and financial advisor, Richard works with people at or near retirement to help guide them through their exciting next act. With a keen focus on optimizing tax efficiency, Richard is dedicated to helping you navigate decisions around pensions and withdrawing assets during retirement.

Richard’s mission is simple: to help you attain your personal vision of financial success through practical advice, customized planning, and outstanding client service. Rooted in integrity and committed to helping you discover the perfect balance between work, family, and pleasure, Richard serves as your partner on your financial journey.

The Origins of Richard’s Career

At the age of 18, Richard started his first company. He quickly realized he was lacking the guidance and resources needed to succeed. This experience (coupled with watching his parents lose nearly everything when their business suffered) taught him that most people face financial complexities and hardships without truly understanding them. This inspired Richard to embark on a career in financial services to help people make better decisions surrounding money. Simply put, he wants to help you learn how to make it, protect it, and ultimately live a more sustainable and fulfilling life.

Phronesis Wealth Management – Your Compassionate Financial Advocates

Whether you’re in the prime of your career and juggling the demands of a thriving family life or nearing retirement and planning for that next chapter, Richard connects best with people who want to conserve for tomorrow while enjoying life today.

Practical analysis is the cornerstone for Richard and his team at Phronesis Wealth Management. They leverage analytics-backed insights to make informed decisions that drive results. Richard begins by listening to your stories, understanding your aspirations, and gaining clarity about the things that are most important to you and your family. From there, he examines everything from financial priorities, investments, and estate planning goals to tax scenarios, family dynamics within a business, and property and casualty considerations to paint a comprehensive picture of where you stand and how all the above could impact your financial plan.

Your Secret Weapon During Volatile Times

Harnessing the power of the Lifetime Income ModelTM retirement income distribution tool, Richard crafts a personalized strategy to withdraw money from sources such as your 401(k), IRAs, pensions, and other investment accounts, all while navigating the market’s fluctuations. Balancing immediate income needs with the opportunity for other assets to grow, Richard and his team coordinate your dollars over the span of your lifetime. This approach transcends age, prioritizing the longevity of your financial resources and ensuring your money is working for you.

At the Heart of Everything We Do, It’s All About You!

Collaborating with Richard and his team means you receive a boutique, concierge experience at a reasonable cost, where personal service and attention to detail are the top priority. Together, they serve as a deep bench of compassionate advisors, offering valuable insights, proactive guidance, and customized solutions for your evolving financial needs. This is why Richard typically becomes your first call in both exciting and difficult moments.

Rounding Out Richard’s Life

Richard and his team at Phronesis are active supporters of Giving Back: Linda’s Legacy Coat Drive, the local Girl STEM-Powerment, and other community events. Additionally, he is a proud member of the Greater Severna Park and Arnold Chamber of Commerce, fostering connections with business owners in the community.

Outside of the office, Richard enjoys spending time with his wife, Kelly, and their sons, Jackson and Cooper. Whether skiing, boating, golfing, attending Florida State football games, training for a triathlon, or embarking on a new travel experience, he appreciates and cherishes life’s smallest and biggest adventures.

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

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