Franklin Wealth Management Ideal Client

The Franklin Wealth Ideal Client

When deciding whether someone who is referred to us may be a good candidate to become a client we look at three primary criteria:

Are these individuals going to be receptive to our advice?
Would we as a team enjoy working with these individuals in a client / advisor relationship?
Will this relationship be profitable to all parties involved?

Is passionate about their goals and realizes that achieving them requires both money and planning.
Appreciates and is willing to follow and implement our advice.
Enjoys the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a trusted advisor.
Values the work we do and is comfortable with our way of doing business and the way we are compensated.
Understands that the best way to build our Ideal Client community is by their willingness to introduce us to other people who share these common characteristics.
Is a financial delegator. We remain accountable to them, as they let us handle all the financial matters.
Realizes that the planning and service we provide is worth every dollar spent.
Focuses on what is really important to them and they want to hear the truth from us, no candy-coating.
Allows us into their lives on an intimate level so we can tailor a true wealth plan specifically for them.
Trusts our employees and core values of professional knowledge, integrity, personalized service and teamwork.