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Hello folks!
My Northern California firm markets to multi-generational families (i.e. we work with parents and their children or adult children and their aging parents) to develop a long term strategy for generational wealth planning. My client's have told me they tell their friends/family that I am the 'everyman's advisor' or I'm not 'the rich guy's advisor', and they most appreciate my attention to the educational side of the service.
With that in mind, which of the following terms creates the image of a firm that is professional and almost prestigious, but approachable by the non-1%ers.
Thank you in advance!
11 years old · 239k karma
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