Ideal Client Profile

“IDEAL” CLIENT PROFILE

Psychographics

  • Desires “Advice” from an “Advocate”
  • Trusting and looking for a “Trusted Advisor” Relationship
  • A Heart for Stewardship
  • A “Delegator” not a “Do it Yourselfer”
  • Conceptual first - somewhat analytical, but not to the point of paralysis.
  • Decisive and trusts advisor to make sure the details are handled correctly.
  • Doesn’t watch the Market closely (daily or weekly) or read or watch financial news much or expect us to, (i.e., avoids Financial Pornography). Yet understands broad trends in the economy.
  • Has a long-term perspective.
  • Spends less than they make.  Lives beneath their income, NOT above it!
  • Wants to “hear” Counsel and willing to “heed” Counsel in a timely manner (not a procrastinator).
  • Operates in a “Faith Paradigm” NOT a “Fear Paradigm”
  • (Has Faith IN the Future, not Fear OF the Future)

Demographics

  • Over age 25 (or high-income executive, stock option holder, ministry leader, or center of influence)
  • At or near a “Trigger Event” (Job change, inheritance, death of spouse, etc.)
  • “Money in Motion” (401k Rollover, Stock Options, Sale of Business)
  • Wants to Save Taxes on Current Income or Capital Gains
  • Desires Retirement or Estate Planning or Comprehensive Wealth Management

Please Note:  These are the characteristics of our “Ideal” Clients.  It is not necessary that everybody you introduce to us have ALL of these characteristics; but this will serve as a guide to those who we work best with. Thank you for telling others about your experience with us!

Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.-  Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

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