top of page

My Ideal Client Speech

PARETO PROCESS

John M. Cole

My Ideal client is a AAA client. 

 

The first “A” stands for Assets.

My ideal client typically entrusts me with $500,000 or more in assets. I am typically working with the upper-middle class family at or near retirement.  

 

Maybe more important is the second “A”.  

That “A” stands for Attitude.  My ideal clients are open minded, grateful and willing to listen to advice. I only work with families that want to work with me and are looking to build and maintain a comprehensive long-term holistic plan. 

 

The last “A” stands for Advocacy.

My clients are advocates, not only for me, but more importantly, they are advocates for the people who are important to them; their family, friends, and colleagues. If they see that someone is facing a difficult financial question or decision, they go out of their way to introduce me, so I can act as a sounding board for them.  If they are important to them, they are important to me!

Mike Spica

My Ideal client is a AAA client. 

 

The first “A” stands for Assets.

Our typical client will need services for financial planning, tax planning, estate planning and insurance services. These clients will be looking for a true Holistic plan to ensure all aspects of their financial future are working together as one plan. These businesses or families we work with, and are referred to, will have at least $500K in investable assets.

 

The second “A” stands for Attitude.

We only work with families that want to work with us and are looking to build and maintain a comprehensive long-term holistic plan. These clients respect our time, can make decisions promptly and are not speaking with other advisors. They allow us to do our job and consider

us a trusted and valued partner for their financial future.

 

The third “A” stands for Advocacy.

Our families are advocates, not only for our firm, but more importantly for our proven process. They are advocates for the people who are important to them, their family, friends or colleagues. If they see that

someone is facing a difficult financial question or decision, they go out of their way to introduce us, so our team can be a sounding board for them. Because if they are important to them, they are important to us!

Michael Wallace

My Ideal client is a AAA client. 

 

The first “A” stands for Assets.

Our ideal client typically entrusts us with $1M or more in assets or more. We are typically working with the middle class millionaire at or near retirement.  

 

The second “A” stands Attitude.

Our ideal clients are open minded, grateful and willing to listen to advice. We only work with clients that want to work with us and are looking to build and maintain a comprehensive holistic retirement plan. 

 

The third “A” stands for Advocacy.

Our clients are advocates, not only for me and our team, but more importantly, they are advocates for the people who are important to them, their family, friends, colleagues. If they see that someone is facing a difficult financial question or decision, they go out of their way to introduce us, so that myself and our team can act as a sounding board for them.

Our clients are advocates, not only for myself and our team, but more importantly they advocate for their friends, family and colleagues. Our clients go out of their way to help those people that are important to them when they are facing some of those critical decisions as they are at or near retirement. Our ideal clients know that we make ourselves available to those important to them to act as a sounding board in these times.  

TOP_Banner.png
bottom of page