A long-time client recently asked us, “How does your business grow?” and “Are you open to growth?” We love these questions. And the answer is a big Yes! We’re excited about growing our practice and have the capacity to welcome more clients.
Most of our new clients come from wonderful people like you—whether they’re existing clients, our team members, or professionals we collaborate with, like CPAs and estate planning attorneys.
Another question we hear is, “Who should I refer?” This is a great question! We’re a comprehensive wealth management firm, which means we can help people in a variety of situations and with complex financial needs. Below are some examples of people who might benefit from our services and the times when it makes the most sense to refer them to us.
Who should I refer? | When does it make sense to refer? |
♦ Business owners ♦ Senior business leaders/execs ♦ Young professionals ♦ Your adult children (Age 25+) ♦ People just like you, of course |
♦ When a business owner is facing complexity and needs a financial quarterback (i.e., during the purchase or sale of a business, thinking about business succession and contemplating their own retirement strategy, etc.).
♦ When someone is getting close to retirement (3 – 5 years out). ♦ If a friend or family member isn’t happy with their current advisor (we’re always happy to provide a second opinion) ♦ When a spouse has passed away and the surviving partner could use compassionate, reliable financial guidance ♦ When someone changes jobs and needs help navigating benefit options like retirement plans, stock options, HSAs, or life insurance |
Disclosure
*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly in this material will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Stephens Consulting. Please remember that if you are a SWMG client, it remains your responsibility to advise us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to your individual situation. You are encouraged to consult with the professional advisor of your choosing.
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