There are several characteristics that draw clients towards us and us to them.
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Clients who have little time and want someone else to manage the details
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Clients who want peace of mind knowing their finances are well managed and being looked after by a team of competent professionals
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Clients looking for a consultative approach rather than a transactional approach
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Clients looking for a long term relationship with their advisor
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Clients undergoing or preparing for life transitions such as retirement, business transitions, pension buyouts, family changes, estate matters, or other changes
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Clients growing their wealth rapidly via professional success, stock options, signing bonuses, or other windfalls.
