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...THE WEALTH MANAGEMENT GROUP IDEAL CLIENT

  • 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.
  • Is a financial delegator. They let us handle all of their "financial stuff."
  • Enjoys the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a trusted advisor.
  • Values the work we do and is comfortable with our way of doing business and the way we are compensated.
  • Understands that the best way to build our Ideal Client community is by their willingness to introduce us to other people who share these common characteristics.
  • Focuses on what is really important to them and they want to hear the truth from us, no sugar-coating.