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Executive Office Space: Perfect Office Space for the Financial Services Industry

ValleyHQ has a wide variety of clients, but one of the client types who thrives in an executive office space environment is the financial services industry. From bankers, to brokers to no-fee advisors, executive suites are perfectly suited for both independents and satellite corporate offices.

We’re going to take a different approach in this post and talk specifically about one type of financial services client we often see in executive suites. This is a purely fictitious “persona”, but it is based on a lot of clients we have seen over the years.

Robert – Independent Financial Advisor

Robert is 51 with a wife and two college-age children. Robert is a college graduate who got his first job straight out of college for a large brokerage. He worked as a financial advisor for most of his career and started doing very well during the 1990s thereby achieving many of his financial goals. While neither willing nor wealthy enough for his tastes to retire, he is able to take the risk of leaving his comfortable job with benefits to start his own financial services company.

Robert and his business partner are looking for an upscale location for their new business where they will be comfortable bringing their wealthy clients who expect the best. They would like to have their own receptionist but are not sure if they want to deal with the typical personnel issues that are associated with hiring and managing people.

As is typical for most “Professionals in Transition”, Robert is not aware of the Executive Office Suite industry before embarking on a search for office space. But once he learns about the industry, he realized it suits his needs perfectly. From the prestigious location, well-designed interior, to the friendly, professional receptionist and the countless office services bundled in one monthly payment, an executive office suite is perfect.

If this story is similar to yours, please call ValleyHQ at 661-377-1847 for more information on how a Bakersfield executive office space can help you grow your financial services business.