In the locker room at halftime, players and coaches take time to evaluate and tweak their game plan to prepare for a big win in the second half.
Life is no different. The “players” are individuals who look back at what they have accomplished in the first half of their lives and what changes they want to make for the second half.
One well known financial coach in eastern Wisconsin is Riesterer Financial of Kiel, and even this coach has taken a halftime break to assess its game plan.
The independently owned business which uses Packerland Brokerage Services as their Broker Dealer is the firm’s number-one agency in the United States in terms of production, yet Riesterer Financial still hired the consulting services of a business management company this past year.
Owners Glen and Renae Riesterer, the advisors, and support staff who work with them know that good organizations can get even better, which is why they brought in the consulting firm. They have already begun to implement some of the key strategies and will continue to do so in the future.
Riesterer said, “We wanted an outside observer to help us analyze what Riesterer Financial does well and what we could do better, then fine tune what we do to better serve our clients.”
New logo unveiled
For starters, Riesterer Financial is rolling out its new logo and company’s service statement. The new logo is the letter “R” in the shape of a three-dimensional puzzle piece. Riesterer said the logo can have multiple meanings and will be used in all the company’s communication. One obvious meaning is that the business of investing, life and health insurance can be a puzzle to a lot of people, and Riesterer Financial can help fit all the pieces together.
The new service statement is “Educating-Planning-Solving.” Riesterer Financial has been doing these things since the Riesterers started the business in 1993 and which have been enhanced with the additions of health insurance advisor Ruth Reiss and financial advisors Jim Gresens, Jim Wilbert and Julie Osladil.
Whether it is via one-on-one comprehensive planning or the open-to-the-public Come and Learn workshops, education is a significant focus for Riesterer Financial. Clients from Manitowoc, Calumet and Sheboygan counties and well beyond trust Riesterer Financial with their financial, insurance and retirement planning and the company’s ability to design solutions for their needs.
Existing clients are spread across the country, and Riesterer Financial is licensed to serve them in states ranging from coast to coast. While some financial companies only want to work with the wealthiest clients and even establish minimum asset levels, Riesterer said, “It’s as much a pleasure to help new investors plan for their financial future as it is seasoned investors manage their portfolio.”
“Working with the team of financial advisors allows me to help their clients,” Reiss said about her colleagues at Riesterer Financial. Reiss primarily (but not exclusively) assists retired individuals with their Medicare and other health insurance related needs. Reiss has been with Riesterer Financial for the past six years, bringing extensive health insurance experience to Kiel. Riesterer says she is the best at what she does in the three-county area. Wilbert added, “Few agencies have a full-time health advisor.”
Gresens has been with Riesterer Financial since the new office opened along Highway 67 on Kiel’s southeast side about eight years ago. Gresens said, “We work as a team, putting more than one advisor’s ideas into a solution.”
Wilbert is starting his fifth year with the company. Asked why he enjoys working there, he said, “The fact Riesterer Financial is an independent business allows them to not be captive to any one company. The advisors represent multiple companies, offering tailored options and solutions to their clients.”
Osladil, who started about the same time as Reiss, agreed, saying, “I think it’s the independence, and the support a client receives because of the team we have here. Even if someone’s on vacation, the service for the client continues. It’s seamless for our clients and their financial or insurance needs.”
Reiss added, “One thing that sets these financial advisors apart is their commitment to regular reviews with their clients.” Osladil said, “It goes back to the first item in our service statement, Educating.”
Keeping up with changes
In order to give their clients the latest and most accurate information, everyone at Riesterer Financial is committed to continuing education and changes in the industry. Whether it is changes to Medicare created by new government regulations, programs, or changes to Internal Revenue Service regulations, Riesterer Financial keeps pace with the ever changing times.
“The clients change, too,” Osladil said. “I always ask my clients, ‘What’s new and exciting?’” Riesterer highlighted that point by saying he has a client who he helped plan for retirement, has helped during retirement, and is now helping plan for the family’s future after a terminal cancer diagnosis. “Everyone’s life changes and we are committed to helping families plan,” Riesterer said.
The investment and insurance industries continue to change. Riesterer Financial continues to upgrade technology, completed a building expansion project last year, and is in the process of hiring its first-ever business manager. “I enjoy helping our clients’ with their needs. We are hiring a business manager to take care of the day-to-day operational needs so I can focus more on our clients and assist my associates,” Riesterer said.
It is all part of making a good business even better. Let Riesterer Financial be the piece which solves your financial or insurance puzzle.
Securities and advisory services offered through Packerland Brokerage Services, Inc. an unaffiliated entity. Member FINRA & SIPC.