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Investment News- Volunteer of the Year In business, we’re always looking for ways to make more money and get more clients. But it’s not just about finding the means; it’s about finding the meaning.”
Wellness Newsletter David Blaydes has been announced as a finalist out of several hundred nominees in the Invest in OthersLeadership Volunteer of the Year award.
Investment News For David Blaydes, providing financial planning to people with cancer is a calling. “We help reduce the financial stress so they can focus on their health. In our business we’re always looking for ways to make more money and get more clients. But it’s not just about finding the means; it’s about finding the meaning.”
NPC Quarterly Adviser “I tell my clients that they are my clients, not their money. I am as interested in them fulfilling their non-financial goals as much as their financials goals. Their happiness matters. Their health matters. Their relationships with their children and grandchildren matter. They matter.”
The Hinsdalean “There’s a certain feeling of helplessness when you have cancer. The financial part of it is something a person absolutely can control and absolutely affect the outcome. It also gives them a great feeling of taking care of their loved ones when they get their financial house in order. Doing that seems to be very important to people after a diagnosis”.
Financial Advisor Magazine “I have clients who are on their second, third or even fourth job loss. Dealing with the client’s emotional state is the most important thing at first. You have to give them the emotional and mental ability to deal with the situation, then deal with the finances.”
SEI Press Release “The combination of an advisor’s desire to learn best practices and their ability to access this valuable information may be the greatest differentiator between success and failure in our industry. Personally, I attribute much of my own achievements to this mantra. The key is finding access, such as through SEI, to the right mix of resources, insights and tools informed by the best practices of peers.”
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