Clients

Fox, Joss & Yankee’s clients include:

The Fox, Joss & Yankee team develops long-term relationships with our clients, and so we get to know them both financially and personally. We develop a history with them, as we share their life events, personal moments, hopes, and dreams. In turn, we share our own experiences and the lessons we have learned by helping others through similar situations and life events.

Typically our clients are busy professionals who understand that they do not have the expertise—or the time—necessary for proper financial planning or investment management. They understand that they can add significant value to their lives by delegating to Fox, Joss & Yankee critical processes, tasks and tools—such as helping identify weaknesses in areas like estate planning and risk management–that will help them achieve their goals.

  • Client Advisory Board Helps FJY Remain Market-Focused

    Client Advisory Board Helps FJY Remain Market-Focused

    The best enterprises are those that keep a figurative finger on the pulse of its market, in order to get candid feedback, generate new ideas, detect new trends and developments and generally remain market-focused.

    For those reasons, in 2009, Fox, Joss & Yankee launched its Client Advisory Board (CAB), a diverse group of clients that meets throughout the year to provide feedback and insights on a range of topics including FJY's service offerings, positioning and even pricing.

    The CAB has become instrumental in keeping FJY in touch with the market and is a major factor in our continued growth. If you're thinking of starting an advisory board for your business, we'd be happy to give you some of our best practices. Click to contact us.