Wade and Kira break down the "perfect" and/or ideal client and help listeners better understand whether they're ready to become a student of IBC and client of Sage Wealth Strategy. Of course, it's always a process, but there are a few key factors and mindset shifts you need to consider before you're ready. Are you ready to take control of your finances?

Highlights

• Making sure that the client's values align with my values. - 1:18
• One of Wade's core values. - 2:37
• Is it a good long-term strategy? - 4:31
• If you need to do something financially, you have to do it in a bank. If you wanna grow wealth, you have to do it on Wall Street. - 7:03
• Your client is not discriminated against by age or income. - 10:44
• Who is the client I would say is a good fit for me and my organization? - 13:03 Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]