I may have the opportunity to be introduced (by an attorney center of influence) to his expat clients in the United States. Since many of these people have multiple interests and advisors abroad, and some are only in the United States for a finite amount of time (a few years), is there a place for them under the Bachrach & Associates system? How should such [potential] clients be "handled"? (I.e. can I get their United States financial house in order exclusive of the other parts of their lives?)

Article ID: 331

Last updated: 20 Nov, 2019

You would handle it like any other client by making sure that you have an expert resource on your team for every situation. You will learn much more about this when you graduation from the Evaluation Program into the Committed Advisor Program. However, this sounds like an unnecessary business and life complication that I would not recommend. We will help you build an Ideal Client Community without having to have much complexity in your life. Like all the roads in the world, it’s not necessary to pursue every opportunity. Many of them don’t take you to a place you really want to be.

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