Your Client Experience


Getting to Know You	Developing a Financial Profile and Comprehensive Wealth Management Plan	Strategies Meeting
Understanding your financial picture Identifying your needs, wants, dreams, and values Recognizing your concerns and challenges	Family dynamics Plan development Asset management Liability management Retirement plans and company benefits Retirement income planning strategies Insurance and asset protection Legacy planning and philanthropy Coordination with tax and legal advisors	Discuss and review comprehensive wealth management strategies, including income generation and tax planning strategies Personalize action plan, investment strategies, and portfolio


Review, Refine, and Recommend	Strategies Implementation	Follow-Up
Understanding your financial picture Identifying your needs, wants, dreams, and values Recognizing your concerns and challenges	Open new investment accounts Transfer accounts	In-person meeting to discuss progress Review investment statements Review Stifel online access and register Develop communication plan for calls, meetings, and check-ins