Celebrate

Kaden

“We were founded over three decades ago by my dad, Hank Marx. He’s still the CEO and personally reviews client profiles on an annual basis. What he built is a company that is pioneering and employs only intellectually rigorous fund managers with a results-driven client orientation.”

We had agreed that I take this part of the meeting because the client was a family-owned company just like ours. Jack Junior would take over someday, just like I had been supposed to. I ignored the pit forming in my stomach and focused on selling Jack Senior and his minions on us.

When I was done with my song and dance about how Dad was still there, still involved, and still put his personal seal of approval on every client’s portfolio at least once a year, Ember was going to explain the services we could offer and take it from there.

“Our team, the team who will work for you, uses data collected over thirty-plus years and technology to gain the highest levels of financial insight. We have identified