The Neglected Affluent

Most financial advisors think that the most attractive high income client is the lawyer or doctor with the fancy car and big home. They couldn't be more wrong.

The country's 27 million business owners are the wealthy folks of America. Just consider:

Average Household Net Worth:	Business owners, $352,300 Non-business owners, $65,000
% of High Income Households:	Business owners, 57.1% Non-business owners, 25.5%
% of High Wealth Households:	Business owners, 21.2% Non-business owners, 2.5%

Business owners have a good sense of cash flow management but have no clue when it comes to more advanced planning needs.

The very people who need our help are
the very people we typically neglect.

If you can show them you can help solve their problems and gain their trust and respect you will have a client for life.

Stop wasting your time with seniors
who can't make decisions.