Lead with confidence: 72% of small biz
owners are confident in the future of their
businesses, according to USA TODAY.
A Business Owner’s
Primer for Wealth
Management
JOSEPH GEIS, Program Manager for Wealth Management
You’ve built your business into a profitable
operation. You provide for your family, take care of
your employees, and have a clear vision for future
growth. But what are you doing to manage your
personal finances so they align with your long-term
plans? Ask yourself these 11 questions to determine
whether a structured wealth management plan
could work for you.
Business owners often struggle with the competing priorities
of their work and personal lives, quickly realizing the
day-to-day operations of the company consume most of their
attention. A wealth manager can help you build a financial plan
to bridge that gap by exploring your unique financial needs with
questions like these:
Î Î
What three words or
3 Characteristics of an
Effective Wealth Manager
Î Î
CONSULTATIVE. Exhibits a strong desire to
understand your unique circumstances and
strives to know your business and to work
in tandem to find solutions that align with
your strategy.
Î Î
INNOVATIVE. Ditches the one-size-fits-all
mentality, and works without presuppositions
as to the financial products or services that
are appropriate for you.
Î Î
RESOURCEFUL. Has a team of professionals
ready to offer a robust suite of financial plan-
ning products and services.
concepts define your
vision for tomorrow?
Î Î
What are th