Meeting with Prospective Clients Can Be Like a Blind Date

By Kenneth Van Leeuwen, CFP Everyone knows you don’t get a second chance to make a good first impression. That’s one of thereasons why the initial meeting with a potential client is so important for financial advisors. Whenever I sit down with a prospect for the first time, I want to make sure I put […]

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Why you need an investment professional

This is a hypothetical example: On a Saturday morning, Clay Hansen*, a successful senior information officer in his mid-40s, sat down at his home office computer and logged on to Morningstar. For months, he had been spending several hours of his Saturday researching investments on the site and others.

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We’ve Moved!

Ken’s reflections on this milestone “As our clients have grown, so has Van Leeuwen & Company. We will continue to expand our services and capabilities to address each of our client’s unique needs. We truly appreciate the continued trust and support that our clients have shown us over the years, and we thank them very […]

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