Joby Raymond for Box Vision & Core Value Testimonies

Speaker: Joby Raymond, Financial Advisor

Joby Raymond: I think simplicity has been one of the values we used recently with clients helping them just look at their portfolio differently, look at income strategy a little bit differently using a a bucket strategy that helps them visualize how we're going to be, get providing income, you know, over retirement or a period of years. And so just having a visual PDF that helps them kind of see the the strategy in motion has really been great. And here clients confirm by saying that they appreciate the simplicity and the the planning tactic or explanation has been great.

Joby Raymond: I'd say I've definitely experienced the vision of, of Box bringing God's Kingdom on earth and showing that making that evident in our meetings internally in our meetings with clients. And so, you know, being able to just to openly, you know, pray and make that known and to, and to not shy away from that and not have to hide it and to making at the forefront of a lot of things we do day in and day out at the office, it's something that I truly value.

Joby Raymond: This has a, had a tremendous impact um on me personally, just the way that I see, you know, my purpose, the way that I'm able to conduct meetings and just the vision I have now for helping clients make good decisions and planning. it just really is a, is a game changer from having that freedom and the flexibility. and knowing that, you know, we're, doing things on a, on a different level, not just on a, you know, monetary or financial decision, right? That there's, there's other impacts and, and to be able to, to see that and verbalize that is, is great.