By Vanessa Liu., Ap Marketing Specialist and Blog Contributor
We love a good story at Scottrade and find our face-to-face time with clients makes for a rich harvest. At a recent event, we met Tony C., a young, self-proclaimed aggressive investor, who traveled 1,750 miles to attend Scottrade’s summer Chinese-language conference in New York City. He told us via email why the trip was worth the investment:
“I have been a Scottrade client since 2005 but didn’t learn that Scottrade offers user summits until I visited a local branch and met with a representative. The fact that they are free was surprising and awesome! I made plans to fly out for the Chinese-language user summit in Flushing, N.Y.
My parents are first-generation Taiwanese immigrants. Scottrade has created a niche to help Chinese-speaking investors get started easily. I went to the user summit with questions about trading principles and found the discussion to be a perfect all-in-one solution. I wanted to learn more about margin accounts and options.
I found the answers I was looking for that day and more! It was also a great opportunity to meet several nice folks, including the employees of the Chinatown branch office. They have been very helpful in answering any questions I have about Scottrade and general investment principles.”
Scottrade, which was founded in 1980, established the Asia Pacific Services department in 2001 as a way to better serve the firm’s Chinese-speaking clients. Over the last decade, Scottrade has offered tools, education resources and personal service to engage, empower and connect Chinese speaking-clients. We employ more than 140 Chinese-speaking service associates and operate 48 branch offices nationwide offering bilingual services to the Chinese community.
Tony credits the firm’s resources with helping him be a more efficient investor. His next plan: sit in on one of Scottrade’s many free educational investment webinars.
How do you continue learning about new investment strategies?
Want to continue the conversation? Go to the Scottrade Chinese Online Community
Vanessa Liu has been with Scottrade since 2009. She is responsible for marketing efforts for Chinese.scottrade.com and email and marketing promotions for Chinese-speaking customers.