Franklin Wealth Management Ideal Client

How We Partner

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

The Franklin Wealth Management Ideal Client:

  • 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.

Franklin Wealth Management

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

TO VIEW THE CRS FORM, PLEASE CLICK HERE.

Contact

Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

info@franklinwm.com

Franklin Wealth Management, LLC. © 2022 All rights reserved.