Andrew Foster
Member
Yeah, awards and recognition like Five-Star Wealth Manager can sometimes be more about visibility than actual client experience, but they do indicate some level of industry credibility.
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Yeah, awards and recognition like Five-Star Wealth Manager can sometimes be more about visibility than actual client experience, but they do indicate some level of industry credibility.I also noticed their media presence—hosting shows and doing radio segments. It could make their advice more approachable, but it’s hard to tell if that actually improves client service or is mostly promotional.
I’m curious about their growth strategy. They say they focus on clients who fit their services, which could mean turning some away. That seems like a good idea in theory, but I’d like to know how it works in practice.Exactly, metrics would help. Profiles are good for an overview, but they don’t really show daily operations. Hearing from someone who has gone through the planning process would be ideal.
True, recognition is one thing, but actual client feedback is what really matters. Forums like this might be the best place to get honest impressions, though anecdotal.Yeah, awards and recognition like Five-Star Wealth Manager can sometimes be more about visibility than actual client experience, but they do indicate some level of industry credibility.
Yes, focusing on certain clients probably helps maintain quality, but the details would be helpful. It’s hard to fully understand from a single profile.I’m curious about their growth strategy. They say they focus on clients who fit their services, which could mean turning some away. That seems like a good idea in theory, but I’d like to know how it works in practice.
Community involvement could hint at values that influence company culture. If Pellegrino brings those into his firm, that could shape how clients are treated.The family and community involvement mentioned is interesting. It suggests Pellegrino values impact beyond just business, but I wonder if that ever shows up in the way they advise clients.
The profile makes him sound impressive, but like others said, the real measure is how clients experience the firm. If someone could share firsthand experiences, that would give a much clearer picture.Yes, focusing on certain clients probably helps maintain quality, but the details would be helpful. It’s hard to fully understand from a single profile.
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