At the recent Schwab IMPACT conference in Washington DC, Joe Duran, CEO of United Capital, had a few things to say about clients. According to Diana Britton for Wealthmanagement.com, Duran called clients emotional creatures that want to know if they have the means to live the life they want. For advisors, this means understanding what it is you, the client, want to do with your money.
Our business model at Wambolt is built around understanding what you want to do with more than your money; it’s about what you want to do with your life, family, business and passions.
It’s up to us to help you define your values, vision and goals so that, together, we can map out a financial plan to get you there. We use questions in a number of areas to uncover what’s most important to you, including:
- Needs and wants: What has to happen personally or professionally for you within three years to feel satisfied with your progress?
- Dangers: What keeps you up at night?
- Opportunities: What opportunities out there that we can leverage?
- Strengths: What are your strengths as a business or individual?
Helping plan your financial future gives us purpose. Learn more about our financial planning process.
Follow Us on LinkedIn
Photo by NeONBRAND on Unsplash
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Wambolt & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Wambolt & Associates or performance returns of any Wambolt & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Wambolt & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Wambolt & Associates provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Wambolt & Associates is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.