We were lucky to catch up with Dominique Henderson recently and have shared our conversation below.
Dominique, thanks for joining us, excited to have you contributing your stories and insights. We’d love to hear about the best advice you’ve ever given to a client?
Being that all advice is contextual, “best” is pretty hard to judge objectively. But I would say that a theme of the “best” advice I give is centered around the idea of starting with your why. When I construct financial plans for clients, I start with what is most important to them and why that is important. There are several reasons for this, but the most primary is the fact that good financial behaviors develop under the conditions in which we are moving toward a meaningful goal or target. This is especially the case when clients need to change sub-optimal or even bad behaviors. Without proper incentive to make changes then the financial plan is usually doomed from the start. One particular client that received some very positive benefits that were realized by not only her, but her spouse observed a better disposition over time followed this rubric. We began with what was most important and for her, it happened to be the ability to buy back her time and retire without any worries. As we began the plan there were a lot of changes that needed to take place to do that, but her willingness to move forward with all those changes was based on the fact that she kept focused on the goal–buying back her time and retirement without worries.
As always, we appreciate you sharing your insights and we’ve got a few more questions for you, but before we get to all of that can you take a minute to introduce yourself and give our readers some of your back background and context?
I started in financial services in 1998 and have arrived at this place because I want to help clients change their family trees. Great financial advice has the ability to do that. Most clients of my firm have in common that they understand that their time is extremely valuable and don’t want to figure things out on their own. The biggest problems I help them solve revolve around how to spread their limited time and money over a variety of choices. In working with DJH Capital Management, clients get to experience peace of mind and confidence in a plan that is not only custom to their needs and desires but flexible enough for when life throws them a curve ball.
How’d you build such a strong reputation within your market?
Working for reputable firms and obtaining relevant experience to help my current client base. I’ve learned that clients primarily care about how you can help them. Everything else is typically secondary. Keeping that focus allows their needs to come first and this is crucial to building a reputation that can be trusted.
How do you keep in touch with clients and foster brand loyalty?
With the level of information and “noise” I’ve chosen to use video as a medium to convey my ideas to clients. I primarily use virtual visits (via Zoom) to conduct client meetings and this has worked out well for fostering brand loyalty and deepening the client experience. I see most of my clients wanting to experience “on-demand” professional services at their convenience.
Contact Info:
- Website: www.domhendersonsr.com
- Instagram: https://www.instagram.com/domhendersonsr/
- Facebook: https://www.facebook.com/dominiquehendersonsr
- Linkedin: https://www.linkedin.com/in/domhendersonsr/
- Twitter: https://twitter.com/DomHendersonSr
- Other: https://www.tiktok.com/@domhendersonsr