The Role of Educator

As a Managing Director at Oxford, I often view my role with clients as part coach and part educator. We take steps to “break down barriers” so to speak and serve as an intermediary between our clients and their families. I find that many loved ones don’t discuss money with one another. My job is to facilitate financial conversations and help them understand the big picture. And, because we’re a “safe” third-party, we help clients feel comfortable discussing these important issues.

There have been numerous scenarios where I have stepped in to guide and educate clients. For example, helping a second generation understand the implications of managing wealth. And, providing a holistic perspective around basic financial literacy skills — such as making smart financial decisions, developing healthy money habits and understanding the value of creating a focused, strategic giving plan.