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Relationships matter

Sep 30, 2022 | Kristi Owens


We are always looking for more ways to connect and communicate with our client families, and today we are excited to launch our team blog, The PSO Perspective.

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In this blog, we will share our thoughts on topics you have said are important to your family and how they impact your lives.

As a trusted advisor, we manage wealth for over 200 families, many of which include more than one generation. We are grateful to be part of your journey, and we are humbled by the trust each of our families have placed in us. Getting to know kids, grandkids, grandparents, aunts, uncles, and beyond have helped us understand that the relationship we have with our families is far more than just managing their wealth. Our client families have become an extension of our own families. We have laughed and cried together, celebrated and mourned together, and shared many important occasions in each other’s lives.

Therefore, for our inaugural blog, we thought it most appropriate to lead with the most important part of our business, PEOPLE.

The global pandemic of 2020 changed the way people work, live, purchase, and interact with others forever. Despite the extremely difficult time we have gone through the past two and a half years, one thing remains unwavering in our mind. People need people. Relationships matter. Staying connected is more important than ever in our history.

As technology continues to make things more efficient and automated across our lives, we must remember that nothing takes the place of sharing a smile, a laugh, or time with others. Technology is a tool. Technology is not an outcome. Using tools to allow us more time for each other is wise. Using tools to replace time with others is not.

Take time to be grateful for everyone in your life. Reach out and connect to someone you have not spoken to in a while. Be present. Be kind. In the words of Maya Angelou, “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Once again, welcome to The PSO Perspective. We look forward to connecting soon.

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