The Appeal of the Virtual Family Office
Are You Ready to Shake Things Up?
Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business in order to bring more value to your clients and set yourself up for success despite the rocky future that lies ahead for the financial, accounting, or legal industry?
If you are focused on maximizing client value and want to disrupt antiquated ways of thinking, we should talk.
I’m passionate about bringing together like-minded professionals to build a better model for the future of the financial, accounting, and legal sector, and produce more value for businesses and clients alike.
One way to do this is through something called the Virtual Family Office, a first-of-its-kind model based on collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. I’m excited to share that I’m officially launching an email series to explore and discuss this model, called The Appeal of the Virtual Family Office.
Meet Barry Goldwater, the Facilitator of The Appeal of the Virtual Family Office
Barry Goldwater is Founder & Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering planning strategies that help families and businesses achieve their goals of wealth building and protecting family assets. Because of his deep desire to help people succeed, he works tirelessly to address the issues that matter most to the people who rely on his good advice, financial education and product knowledge.
Goldwater Financial has a keen focus on de accumulation planning. Said differently, we are income planning specialists with an emphasis on lifetime income planning. We integrate all your pension like income and we make a plan that under any circumstances, you will never run out of money. You have our word.
Created by:
Barry Goldwater
Creating Your Own Elite Ecosystem
The Virtual Family Office model is client-centric, and works by building up a team of professionals who can provide SO much value that the client will never want to leave. When you opt-in to my email series, The Appeal of the Virtual Family Office, you’ll learn exactly how you can start building up a team of trustworthy professionals that portray you as an unbeatable one-stop-shop.
Discussion will also include an exploration of where the financial industry is headed in the years to come, steps for building and maintaining professional relationships, and a full breakdown of the unique value that a Virtual Family Office can offer.
Ultimately you have two options, go at it alone, or build a team around you. Either you invest your limited resources on figuring out “how” or spending your time discovering “who” can help.
What will you choose?
I Can’t Wait to Share More With You!