They want to manage their money intelligently.
These people are receptive to dealing with a financial professional because their time is precious and they like having business relationships.
They are busy working on their own career success, running a business or, as happy retirees, doing what they enjoy.
Because great clients are good at their own profession, they respect others who also excel.
Great clients have some particular quantities.
They like participating in values conversations, discussing their goals and clarifying their current financial situation.
They see the whole process of creating a financial strategy as exciting and important.
They are happy to find someone who is trustworthy, competent and knowledgeable to help them with their financial choices.
Great clients are not easy to overcome and influence, they are straightforward and sincere, and they don’t play games.
They are the life blood of my business, people I genuinely care about and require a valuable service and whose trust I hold as a privilege and foundation of our business relationship.
Sean Sullivan
Authorised Representative
GOLD FINANCIAL AFSL 291389
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