Who Is My "Perfect" Client?

Wade and Kira break down the "perfect" and/or ideal client and help listeners better understand whether they're ready to become a student of IBC and client of Sage Wealth Strategy. Of course, it's always a process, but there are a few key factors and mindset shifts you need to consider before you're ready. Are you ready to take control of your finances? Highlights Making sure that the client's values align with my values. - 1:18 One of Wade's core values. - 2:37 Is it a good long-term strategy? - 4:31 If you need to do something financially, you have to do it in a bank. If you wanna grow wealth, you have to do it on Wall Street. - 7:03 Your client is not discriminated against by age or income. - 10:44 Who is the client I would say is a good fit for me and my organization? - 13:03 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ [email protected]