Collaborative Investing at Steadyhand

Posted on August 14, 2014

Back in my consulting days, one of my favourite books was Developing Knowledge Based Client Relationships by Ross Dawson. The first chapter alone is worth the price of the book - it posits that consultants provide superior value to their clients when they make their clients smarter.

I believe this line of thinking melds nicely with our approach at Steadyhand in working with our clients. Our service delivery model is Collaborative Investing. We work with clients to make them better investors through knowledge transfer and guidance, implemented via our simple, effective, and efficient investment platform. We took a similar approach at Steadyhand’s last strategy planning session, on Who We Want Our Clients to Become.

Riffing a little further on this theme, I’ve take some quotes from chapter 1 of Dawson’s book, and adapted them to the Steadyhand context (strikethroughs and additions in blue are mine):