Michael Grant, Trusted Legacy Strategy Planner For Successful Business Owners, is interviewed by television news presenter and reporter Amber Sherlock of TV’s Nine News. They discuss what criteria he uses to determine what clients he wants to work with.
Transcription
Amber Sherlock: When you’re selecting in the clients that you want to work with, what are some of the criteria that you look for?
Michael Grant: I’m looking for motivated individuals who’ve built successful businesses or created significant asset portfolios and they’re in control of those, but they are looking to things beyond, beyond just doing that. And they wanted to look at doing more exciting things of their life with their wife or partner with their families and with their friends. So they need to have a conversation around how that might happen. And often this is a conflict for them because they don’t know how to do it or they’re resistant to how they do it. But as long as they’re open to that conversation and they have an attitude of compromise, then I can help them and move on. So what I’ve found is, is the people who are not willing to let go, don’t really want to compromise about where they’re at. They’re not ready for the legacy planning journey just yet.
