JZ
I hope you can experience this too
Humility: When I think of Sean in the context of humility, I recall observing Sean’s acknowledgement that he doesn’t always have all the answers. It’s important, in the framework of a Financial Planner, that I work with a service provider that is self-aware enough to be willing to go the extra mile to find the answers. There has never been an occasion when he was not willing to find the answers and report them back in a short period of time, often, in the same day. In the bigger picture, I see Sean as more than just a Financial Planner. His roles as husband and father, as the quintessential family man, sets him apart from most. I have learned, through our conversations, that Sean’s service to his clients is no different than how he lives his life. Through this service, he makes the lives of all the people he comes into contact with better. Perseverance: Understanding a family’s financial goals and ability to make them takes more than a single email or phone conversation…it takes perseverance. I remember the first time I sought out more information from Annuity Gator, Sean responded quickly, which is, lucky for his clients, his nature. While I wasn’t ready to begin a new relationship, Sean understood the value of staying in touch with me. There came a point where I needed to include my wife in the conversation. Sean readily agreed and set aside a lot of time to be able to answer all of my wife’s questions to her satisfaction. After our video conference with Sean, we finally agreed to pursue a relationship. I soon learned that annuities were not the only product Sean represented. Not because there was anything wrong with annuities, but because Sean knew that a well-balanced financial plan would necessarily include other options, initially, Insight Folios, and eventually other relevant cash options. With the use of the Simplicitree financial planning system and other tools, Sean was able to show us where we were, and what the future looked like. As Sean was getting to understand our concerns for our future financial health, we came to understand that Sean fully knew our financial goals. It was at that point that we knew that a lifelong partnership was emerging. We are grateful Sean never gave up on us and continues to value our relationship. Discipline: Sean Sparkman epitomizes the well-disciplined service-provider. Often, I am amazed at his quick responses to my inquiries, even when I have suggested that a fast reply was not necessary. As we placed more of our assets with products Sean recommended, he took the time to find the best products that filled our financial needs, never settling on the easiest solution. Over time, I have come to recognize that this gracious behavior is how Sean governs his business relationships. Without a doubt I feel lucky and better for it and have learned to value how Sean replies to my questions. Confidence: Confidence is a two-sided coin. On one side, there’s the confidence that a client has in the development of a professional relationship. The other side is the service-provider’s display of confidence in the nurturing of that relationship. This nurturing, this relationship of trust, is how the service-provider gains the confidence that provides a win-win for both parties. Sean confidently presented the best options for our financial plan. Early in our partnership, Sean showed that he had the financial acumen, and the product knowledge we needed to make informed decisions. He relentlessly searches for the best options that fit our specific needs. When I needed to ideas after the passing of my mother, Sean understood the requirements, and provided great solutions. Unsolicited: When I think of Sean Sparkman, I smile. I am grateful that Sean came into my life. There are a multitude of attributes I could use to describe Sean. Friend comes first…and that’s his doing. While he is our financial planner, our relationship has become more than that. I see Sean in the broader context of family man. I know that how he comports himself is governed by how he serves his family. And luckily for his clients, that same behavior gratefully spills over to how he treats his clients. I know I am better because of it. My financial plan is solid because of it. Our friendship is stronger because of it.




