Broker Check

The Ideal Client

The Ideal Client…

  • Is a financial delegate. They allow us to handle all of their financial needs through guided knowledge
  • Is passionate about their goals and realizes that achieving them requires both money AND planning
  • Appreciates and is willing to follow and implement our advice
  • Understands the best way to build our ‘Ideal Client’ community is by their willingness to introduce us to other people who share these common characteristics
  • Allows us into their lives on an intimate level so we can tailor a true wealth plan specifically for them
  • Has at least $250k-$10 million of investment assets
  • Focuses on what is really important to them and they want to hear the truth from us – no sugar coating
  • Realizes the planning and service we provide is of substantial value to them
  • Trusts our team of professionals and core values of knowledge, integrity, personalized service and teamwork

The RIGHT FIT marks the success of a client/advisor relationship.