Evans owned her first small business in junior high, making and selling fudge. Her first team, was her high school band where she became drum major. While her diverse interests led her to explore a series of educational possibilities, she chose finance as her future career, completed her degree at Temple and entered the workplace as an accountant at General Battery (now Exide). After almost 30 years of working for large corporations, she decided to work with families and small businesses.
Communication, a cornerstone of her success, has prompted her to abandon the jargon of analyst-speak and em... Read More
Evans owned her first small business in junior high, making and selling fudge. Her first team, was her high school band where she became drum major. While her diverse interests led her to explore a series of educational possibilities, she chose finance as her future career, completed her degree at Temple and entered the workplace as an accountant at General Battery (now Exide). After almost 30 years of working for large corporations, she decided to work with families and small businesses.
Communication, a cornerstone of her success, has prompted her to abandon the jargon of analyst-speak and embrace clear everyday language that her clients can understand, embrace, and support. As an initial step in securing a client, she relies on a dialogue with both spouses before beginning the process of developing a customized family plan. Wives have traditionally been omitted from the planning stages of wealth health, but Mary is changing that dynamic.
Her next step is to listen, listen carefully, and learn. Hers is not a meeting consisting of a dozen pat questions, but a personalized approach enabling prospects to explain their lifestyles, needs and wishes. This base of knowledge then becomes the basis for the clients' financial plan. Her clients' participation in designing their financial future creates a level of trust and peace of mind that allows them to concentrate on other aspects of their lives.
While Evans educates herself about each of her clients, she also provides education for them. Often, the emotions of money and the volatility of investments is stressful to investors, so Evans built a 3000 square foot education room to host financial education. All sessions are free of charge and cover such topics as Social Security, Medicare, college planning, estate planning and market trends. Importantly, these sessions don't just inform, they explain. Through explanations, and a relaxed environment to ask questions, her clients become lifelong clients, learners, and earners.
Anticipating her client's needs both present and future, Evans prudently sets up cash reserves to see her investors through economic downturns. True to her word, she provides for the needs of her clients, not through sales pitches, but informed, expert advice.
Her personal touch is warm, strong, and genuine whether it is in a one-to-one meeting or a holiday event where clients can socialize and reinforce relationships with each other and members of the Evans Wealth Strategy team. Read Less