Nov 23, 2021
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/
- wade@sagewealthstrategy.com