Carrie Turcotte opened Northshore Financial Strategies in 2010 knowing very well that some people wouldn’t be comfortable with her style.
“I want a relationship, I don’t want a transaction,” says Turcotte, 37. “It’s about building trust. Will they talk to me? Will they listen to my guidance? If not, I’m not the right fit for them.”
Stefanie Crowe’s approach to wealth management finds her meeting clients in coffee shops, working from her laptop and building connections between people who can learn from each other.
“I haven’t set up shop in a way where people feel like they have to show their wealth,” says Crowe, 50, who is director of Wealth, Knowledge and Happiness at Stone Bridge Asset Management. “People don’t want to meet in a boardroom. It shuts them down.”
Applying some imagination and a human touch to the world of financial planning creates wealth as well as multiplying it, and that’s an exciting prospect, says Crowe, who spent more than two decades in corporate roles in banking before she joined Stone Bridge.