My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.

ideal client, denver financial advisor

Who is the ideal client?

I recently watched a training video from Lucila Williams, principal of The Intentional Advisor, a coaching service for financial advisers.  In it, she shows a system for identifying your ideal client.  To me, this seems at least as important as describing yourself in the old elevator speech.   The Elevator Speech If you are a…