Our ideal client - AAA
The Omni Wealth Group has an ideal client profile when it comes to who we work with. We are always looking for the right fit. We have decided that we cannot be all things to all people, but we can be all things to a select group of people. These are the people we call our Ideal Clients.
For us, an Ideal Client is a AAA client, because they have assets, attitude that are a good fit for what we do, and they are advocates. More specifically:
Assets- Our ideal clients have $1,000,000 + in investable assets or they have the motivation and time horizon to get to this level and beyond.
Attitude- To us, this is the most important part of AAA. Our ideal clients value what we are worth versus what we cost. Our ideal clients buy into our process and trust that what we are doing is always in their best interest.
Advocacy- Our ideal clients are advocates. When they have a friend, colleague or family member who needs financial help, our clients don’t hesitate to introduce them to us. Our ideal clients understand and take advantage of our Sounding Board Process.