Who
The founder of WAM and you have a lot in common.
Rex Russell has been in the financial planning business for over 20 years. He is still working through the same market meltdown you are in right now. His prospects and clients ask the same questions and have the same fears as your clients. He met with clients when the DOW was 14,000 just like you did, as well as when the DOW hit 6547. He uses the concepts and design work you’ll find on this website to continue to produce millions of dollars of new business year after year in spite of the market’s ups and downs.
Philosophy
Create: It is not just the creation of a new logo, new business cards, or the layout of your office.The idea behind create is to step back and look at who and what you want to project to prospects and clients.
Communicate: You know you are not the only choice in town, and your competition grows every day. In order to stand out as the only logical choice as a wealth advisor, you have got to communicate a very clear, unique difference.
Connect: Your goal is to become that lifelong trusted advisor your clients consult on every financial decision. That may seem like a lofty goal, but anything short of that will ensure you will experience a revolving door and wake up each day and every year looking for that next prospect.End that cycle today. Connect.