EWM_IdealClient_051215
1
Emmes Wealth Management · 66 Split Rock Road · Syosset, NY 11791 · www. emmeswm.com • They’re good people who are enjoyable to be around. Meaning they’re someone I would welcome into my own home and know they would feel the same way. • They care deeply about their family, friends and close relationships. • They are on an upward trajectory professionally and committed to their careers. • They are forward thinking and genuinely interested in building an ever improving life for themselves, their family and community. • They are coachable, teachable and trainable. Meaning they are open to a relationship and willing to work with someone who takes a teaching and coaching approach versus just providing an answer. • They are capable of thinking long term. They are genuinely interested in a long term relationship and will be loyal to that relationship through the ups and the downs. • They are someone who will address issues head on no matter how uncomfortable it may be feel at times because they know that by doing so they will make progress. • They are someone who values a second opinion and is open to feedback. • They are open to sharing, talking and answering thought provoking questions. • They are interested in planning based around their unique set of values and long term goals. • They might be feeling a bit unsettled or uncomfortable with their current financial plan or situation. Meaning they might have lots of different financial resources doing lots of different things yet don’t know or understand how it is all working together. • They are someone who is genuinely looking for a caring advisor who is committed to their future. • They are someone who wants a fiduciary standard of care and will use this as the barometer for measuring recommendations and decisions. • They are someone who is busy with work, family, friends and life thus they prefer to delegate most of their financial planning and investing decisions to a person the trust and have confidence in. • They have a myriad of financial challenges and opportunities from investment planning to protecting their assets to tax planning and more and want coordinated and integrated solutions. • The live and/or work here on Long Island. Meaning they are close enough so that we can have a meaningful impact on their lives. • They have investable assets in excess of $250,000 and a net worth (what they own minus what they owe) in excess of $1,000,000. • They are between the ages of 35 years old and 75 years old. Meaning if you fit the above profile, we don’t really care how young or old you are. Who We Love Helping At Emmes Wealth Management, we love helping making a meaningful difference in the lives of the clients we are fortunate enough to advise. They types of clients we can help the most and enjoy advising share some or all of the following characteristics. My name is Barry Goldberg and I am the Founder of Emmes Wealth Management. I am truly committed to making a meaningful and impactful difference in the lives of those people I am fortunate to advise. If you know anyone who fits some or all of the attributes above, we would welcome an opportunity to have a caring conversation with them to see if we can be of help in any way.
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Transcript of EWM_IdealClient_051215
Emmes Wealth Management · 66 Split Rock Road · Syosset, NY 11791 · www.emmeswm.com
• They’re good people who areenjoyable to be around. Meaningthey’re someone I would welcomeinto my own home and know theywould feel the same way. • They care deeply about their family,friends and close relationships. • They are on an upward trajectoryprofessionally and committed to theircareers. • They are forward thinking andgenuinely interested in building anever improving life for themselves,their family and community. • They are coachable, teachable andtrainable. Meaning they are open to arelationship and willing to work withsomeone who takes a teaching andcoaching approach versus justproviding an answer. • They are capable of thinking longterm. They are genuinely interestedin a long term relationship and will beloyal to that relationship through theups and the downs. • They are someone who will addressissues head on no matter how
uncomfortable it may be feel at timesbecause they know that by doing sothey will make progress. • They are someone who values asecond opinion and is open tofeedback. • They are open to sharing, talking and answering thought provokingquestions. • They are interested in planning basedaround their unique set of values andlong term goals. • They might be feeling a bitunsettled or uncomfortable withtheir current financial plan orsituation. Meaning they might havelots of different financial resourcesdoing lots of different things yet don’tknow or understand how it is allworking together.• They are someone who is genuinelylooking for a caring advisor who iscommitted to their future. • They are someone who wants afiduciary standard of care and will usethis as the barometer for measuringrecommendations and decisions.
• They are someone who is busy withwork, family, friends and life thusthey prefer to delegate most of theirfinancial planning and investingdecisions to a person the trust andhave confidence in. • They have a myriad of financialchallenges and opportunities frominvestment planning to protectingtheir assets to tax planning and moreand want coordinated and integratedsolutions. • The live and/or work here on LongIsland. Meaning they are closeenough so that we can have ameaningful impact on their lives. • They have investable assets in excessof $250,000 and a net worth (whatthey own minus what they owe) inexcess of $1,000,000.• They are between the ages of 35years old and 75 years old. Meaningif you fit the above profile, we don’treally care how young or old you are.
Who We Love HelpingAt Emmes Wealth Management, we love helping making a meaningful difference in the lives of the clients weare fortunate enough to advise. They types of clients we can help the most and enjoy advising share some orall of the following characteristics.
My name is Barry Goldberg and I am the Founder of Emmes Wealth Management. I am truly committed tomaking a meaningful and impactful difference in the lives of those people I am fortunate to advise.If you know anyone who fits some or all of the attributes above, we would welcome an opportunity to have acaring conversation with them to see if we can be of help in any way.
