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The Serve First philosophy means that we must
approach our clients with all the human understanding
possible and with only one desire: the desire to
do the best job we can for that client.

We must help our clients to recognize both the
problems and the opportunities they face, and to
accept the fact that we are the best people able to
provide the financial counseling they require.

Our clients will react positively to sincere interest
and genuine expertise the moment they recognize
them. And they will spot insincerity and incompetence
just as quickly.

To embody this philosophy through and through,
we must first be fully committed, in all that we do, to
“serve first, last and always.”We must believe that there
is no such thing as a client relationship out of which
we must earn commissions in order to justify the work
we have done.

Once we agree to work for our clients, once
we commit to take the problems into our hands, we
must believe that if we constantly deliver the very best
service of which we are capable, without thought of
pay when we do what is truly in the best interest of
our client, our compensation, in the end, will always
take care of itself.

- Stuart Smith

 

 

The Creed

 

 



 
 
 

Royal Joslin is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offer through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies. Wind Shift Financial is not an affiliate of Lincoln Financial Advisors Corp.  

We are registered to sell securities in PA, MD and VA.

We are licensed to offer insurance in PA, FL, MA, RI, VA, MD, ME and NC.  

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.  We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies and state variations thereof.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  Firm disclosure information available at www.LFG.com.  *Associated presons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA licenses do not offer tax or legal advice on behalf of the firm.  

CRN-1702273-020317

 


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