ideal fit?
It's got to be for both client and advisor
Ideal fit...
For you
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Clients that value financial advice and see it as a way to maximize earnings and assets during the wealth accumulation stage of their lives.
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Clients that have enough assets to utilize our expertise.
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Clients that understand the delegating of money management removes the burden of fear and greed from the decision-making process.
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Clients have compatible personalities with their team of advisors.
For us
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Advisor wants to be an integral part of clients’ financial decisions.
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Advisor wants clients that will be focused on achieving their financial goals.
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Advisor seeks clients that are willing to take an active part of the planning process.
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Advisor values clients that prioritize their financial well-being.
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Advisor works to earn the trust of the client.