When it comes to client service, community engagement, and building a regional brand, Janney’s Moosic, PA branch office embodies the forward-thinking mind-set and client-centric approach that it takes to stand out and be successful.
“The great thing about Janney is that there is so much opportunity to truly customize your brand and build your own identity,” said Ryan W. Wilson, CPA, CFP®, CRPC, AWMA®, Executive Vice President/Wealth Management, and leader of the Wilson Wealth Advisory Group in Janney’s Moosic branch office. “The boutique and nimble culture at Janney is what sets us apart from other firms.”
Ryan, who has over 18 years of experience in the industry and nine with Janney, has taken full advantage of the resources the firm offers to help advisors build their own personal brand identity. From monthly educational “Lunch N Learn” workshops and annual client appreciation events, to community sponsorships and an active social media presence, Ryan and his team go above and beyond to demonstrate their value and remain top of mind among clients. Their efforts have paid off – well-attended events have yielded positive reactions and generated a constant flow of referrals from clients.
“By hosting these events, it helps establish a ‘good neighbor’ reputation for the branch by showing that we are a valuable resource for our clients and the community,” said Rick Kearney, Vice President/Wealth Management, and Moosic Branch Office Manager. “They make a big impact because our clients experience the value of working with us, we remain top of mind, and they spread the word to others in the community.”
A great example is the annual Earth Day Shredding Picnic, where clients and guests were invited to bring tax and confidential documents to the Moosic office for secure and environmentally friendly shredding. In keeping with the shredding theme, guests were served shredded pork and chicken while they enjoyed live musical entertainment. Last year’s event earned the office a Certificate of Environmental Impact for saving 42 trees, 994 reams of paper, and 10,000 kw/hr of electricity. This year’s event, which was held on April 28, was even more successful, with one client alone bringing decades of files for shredding.
For the Wilson Wealth Advisory Group, events are used as a way to demonstrate how the firm’s expertise are a valuable resource to clients and the local community. In October 2017, the team launched its “Lunch N Learn” Workshops, a monthly series of informative seminars for clients and friends of the firm. The topics of each seminar were chosen based on feedback gathered from a questionnaire sent to clients that asked them what topics mattered to them the most. Outside speakers were identified and reserved to speak on the selected topics, which included identity theft, estate-planning, actions when death occurs, tax advantaged investing, and long-term care planning. The guest speakers have included a Secret Service agent, estate-planning attorneys, retirement and insurance experts, and Janney’s own Senior Estate Planner, Mike Repak. The events have been a huge success, with each seminar averaging 25-30 attendees and an increased number of referrals from clients.
The Wilson Wealth Advisory Group’s success has even been an example to other advisors at Janney. At the firm’s 2018 Elite Conference in January, Ryan was asked to speak on the “By FAs, For FAs: What We Do to Crush It” panel, where he shared his financial advising strategies and success stories with the audience. His ability to effectively market his unique value proposition and connect with clients digitally has also been used as a case study at Janney’s “Practice of the Future” regional workshops, which emphasize the importance of being forward-thinking and adapting to new technology and client expectations in an ever-changing financial landscape.
Giving back to the community is also important to the Moosic branch office. Last year, Ryan participated in the NeighborWorks Northeastern Pennsylvania "Over The Edge Scranton" event, which raises funds to provide services that promote affordable housing and home ownership throughout the Northeast Pennsylvania region. The Wilson Wealth Advisory Group also selects a charity to benefit each year as part of its annual client appreciation event. Ahead of last year’s event, which benefitted the Boys and Girls Club of Northeastern Pennsylvania, they informed clients that a $10 donation would be made to the organization on behalf of each person who attended.
“Whether it’s involving clients in charitable contributions or hosting educational seminars, we are always thinking of new ways to provide a high level of value to clients and the community,” Ryan continued. “I’m grateful for Janney’s accessible culture and the freedom the firm has given me to be creative and continually strengthen the relationships I have with clients.”