There is a well-known saying about how value is conveyed to clients by investment banking firms: “It’s not the bank, it’s the banker.” We believe that idea is true, and that is one reason we think industry expertise is important.
But industry expertise is not enough. We believe it is also fair for our clients to ask, “How do RJM advisors use their industry expertise on behalf of my interests?”
How we serve clients
How we serve clients
Rick Moyer
Founder and Managing Partner, RJM & Co.
Our straightforwardness has made a huge difference to many clients over the years and served them well. There are hard messages that should be delivered sometimes, and we will deliver them. It’s never easy for a client to hear ‘It’s not what you think it is, but instead, it’s this.’
But the next thing we will explore with our client is, ‘Despite any difficult realizations, how can we creatively turn it around so that your outcome is still as good as you imagined—or even better?’ That is where we work to bring our clients.