Tell us about your business. Who are your clients?
Our clients are decision makers who typically have multiple advisors (lawyers, accountants, investment advisors, insurance, and sometimes even multiple wealth advisors). We understand it can get complicated getting all the advisors together and aligned with the same client goals in mind. The most important needs many of our clients have are to get the advisors to work as a team, create a written financial plan, remove the complicated industry jargon, and make the plan of action simple and understood by all. We’re not here to replace anyone on the team; rather, we act as the facilitator of new ideas, action steps, and accountability. We often make clients aware of blind spots or of strategies that are currently unknown to them.
How has your company grown?
We only work through referrals. Our commitment to consistently exceeding clients’ expectations has created a level of trust that has resulted in the right types of new client introductions from our other clients. Our firm has grown at an average of 36 percent (YOY) for the last three years.
How are you unique? What keeps your clients coming back?
We have numerous learning and social events, and we get to know many of our clients at a deeper level. This allows us to challenge them and find out what is really important to them. From there, we can create a disciplined plan to implement holistic tax and risk efficient strategies to protect and grow their assets. Most importantly, we know the “why” of what is important to our clients.
How would you describe your workplace culture? Your team members?
Our culture is one of focus and fun. We live our core values of Kaizen (a philosophy that promotes continuous improvement), servant mentality, non-negotiable integrity, work ethic, and being politely persistent. Team members evaluate each other quarterly on living our core values and key behaviors. We all own daily and weekly metrics, including discussing client feedback, to measure our results and drive improvements for better service. Everyone on our team has a voice in where we are headed as an organization. Our entire team is very involved in the community with Salvation Army, United Way, Susan G. Komen, Boy Scouts, E.O. Nebraska, University of Nebraska, and Children’s Hospital.
At the end of the day, what gives you the biggest sense of accomplishment? What do you want to be known for?
We want to earn the right to serve as our clients’ most trusted advisors. Our goal is to be recognized as the premier wealth management firm serving decision makers.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Tim Harrison, MSFS, CIMA, CFP® started the business at age 18 while studying accounting in college. Upon graduating and passing the CPA exam, Tim hired his father and brother (at great personal and financial risk) and today has built a strong team. Tim is married to Traci, and they have two children, Lauren and Blake.
Harrison Financial Services
9300 Underwood Ave., Ste 500
Omaha, NE 68114