JDJ recently hosted an instructional golf clinic with some of the trusted advisors with whom we work, and it ended up being a special day for everyone involved. We enlisted a pair of seasoned golf coaches from CORPRAGolf (www.corpragolf.com) to work with a very small group of us on our swings, chipping and putting.
The group enjoyed an afternoon of dedicated, individual instruction, including a swing analysis video with customized pointers to help improve our games. More than one attendee told us this was the best corporate event they had ever attended.
We were honored to host such a prestigious and diverse group of advisors from the UHNW service industry. We pride ourselves on our ability to work with all advisors, from CPAs to trust and estate attorneys; private bankers to insurance professionals to wealth managers, and everyone in between. JDJ’s role in a client relationship is to facilitate the delivery of information among advisors so a client may benefit from an elite team of advisors functioning in the optimal way: on the same page. We truly value the myriad professional relationships we have cultivated through the years, and it was a privilege to host this unique event.