Serving Our Ideal Client

Not all financial advisory firms are created equal. The 401(k) has significantly increased the current number of pre-retirees who have amassed over $1M in investable assets. However, not every firm is designed to serve high-net-worth families. Katie and Dennis offer insight into how they intentionally built their firm to serve their ideal client. From hiring credentialed advisors down to the design of the physical office space, discover how Katie and Dennis accommodate their clients’ unique and changing needs to shape an advice model that will help them live their best life.

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