Return on Investment or Return on Relationship?

Jonathan Satovsky
Jonathan Satovsky, CFP®, ChFC®, CIMA®, CPWA®, CDFA®

Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing in the advisory relationship. In this new video blog, Jonathan asks a simple yet profound question: what is your ROAR: Return on a Relationship, and why is this important?


 

Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management.

We are back outside; sun is shining, birds are chirping.

And today, I want to share a concept with you: instead of thinking about the return on investment, my new acronym for the day is ROAR: Return On A Relationship.

Every relationship – (whether it is) with a co-worker, with a vendor, with a client, with an employer, with an employee – should be a relationship that everyone is mutually benefiting from.

So, think every day of how you’re going to expand your return on your relationships, and how that leads to wisdom, health and wellness.

Have a great day.

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Video Recorded April 9th, 2021
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Disclosures

This video is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by SAM. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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