Connect Summer 2017 - Page 10

Lead with confidence: 72% of small biz owners are confident in the future of their businesses, according to USA TODAY. A Business Owner’s Primer for Wealth Management JOSEPH GEIS, Program Manager for Wealth Management You’ve built your business into a profitable operation. You provide for your family, take care of your employees, and have a clear vision for future growth. But what are you doing to manage your personal finances so they align with your long-term plans? Ask yourself these 11 questions to determine whether a structured wealth management plan could work for you. Business owners often struggle with the competing priorities of their work and personal lives, quickly realizing the day-to-day operations of the company consume most of their attention. A wealth manager can help you build a financial plan to bridge that gap by exploring your unique financial needs with questions like these: Î Î What three words or 3 Characteristics of an Effective Wealth Manager Î Î CONSULTATIVE. Exhibits a strong desire to understand your unique circumstances and strives to know your business and to work in tandem to find solutions that align with your strategy. Î Î INNOVATIVE. Ditches the one-size-fits-all mentality, and works without presuppositions as to the financial products or services that are appropriate for you. Î Î RESOURCEFUL. Has a team of professionals ready to offer a robust suite of financial plan- ning products and services. concepts define your vision for tomorrow? Î Î What are th