Story of an Intern

During my internship at AP wealth, I saw the interworkings of the group as a whole, the process, and the positive results that AP Wealth tries to bring to fruition daily. Here are the top 5 lessons and things I learned in the office.

I’ll start by saying, I have been working with Clayton Quamme and AP Wealth over the past 9 years. At each meeting, I was always highly impressed by the end-to-end coverage the firm provided, the reassurance it provides, and most importantly, the relationship our family has with the firm as a whole. Working at AP Wealth was an amazing experience. I found it fascinating to see the relationship between market performance and estate planning.

 1.   Communication and Synergy

When handling over 200 families, one would expect that the firm would be loaded down with to-do lists, and could possibly get overwhelmed quite quickly. Yet, after just one day of interning, I found this not to be the case. The systems AP Wealth has in place were to a level of organization I had never seen before. The systems regarding clients updated everyone on the team, keeping everyone up to date and in the loop. The tasks were equally delegated so that every member of the team could be called on and equally contribute to a question regarding a client, thus providing the client with peace of mind. I had not previously seen a team work and compliment each other’s strengths so well.

2.    What goes up fast comes down fast

Seeing behind-the-scenes work regarding portfolio makeup was very interesting. When I asked about risk levels Clayton would mention, “What goes up fast, often comes down fast”. Knowing the assets would be handled in a manner that suited the client best, was not too aggressive, and aligned with client goals,  provided me with peace of mind for the clients of AP Wealth, myself included.

3.    There is no price for peace of mind

As previously mentioned, seeing the way the assets were managed provided peace of mind, but what about important life decisions? As I am sure you all can remember, one of the first things you do at AP Wealth is a risk tolerance form. You likely also completed an estate plan, top to bottom, kids, weddings, homes, cars, etc. When clients called about a life decision, there was no hesitation nor guessing from AP wealth, rather refer to their personalized plan, and go from there. Interestingly enough, there was no hesitation on the client side, knowing AP Wealth had done the previous leg work and they would be there to guide them into the right decision and direction.

4.    Client relationships are key

Throughout client meetings, I noticed the breadth of knowledge AP Wealth had regarding their client, their family, and their future plans. Not only did this knowledge make the relationship between the family and the firm more fruitful, it was only through this prior and positive knowledge that AP Wealth was able to provide the client with the best possible guidance.

5.    It is never about the money

Oftentimes, clients would call more for guidance and advice rather than anything. The clients know that they are in good hands with the team at AP Wealth, and would rather have the opinions of the team, rather than just their own. I noticed very early on, it was more about the relationships than any other aspect. I thoroughly enjoyed my time working at AP Wealth and hope to return in the future. The care and coverage the team at AP Wealth provides was awesome to be a part of.