No universal ideal client exists. Different clients need different advisors.

The important thing is to find an advisor suited to you in values, temperament and style.
I can tell you that the clients with whom I work best comprise some common characteristics.

Ideally for me, my ideal client

• Leads a family, a business or both
• Keeps extremely busy, committed in their careers, businesses and families, and don’t have the time or inclination to manage their money themselves
• Is smart enough to hear advice and wise enough to accept it
• Has a bright future and makes ongoing contributions to their community / church
• Recognizes their responsibility to invest prudently (are more interested in investing than speculating)
• Remain open-minded and willing to learn new things a new ways
• Want advice, not just information
• Desire long-term relationships with their advisors
• They have goals that may include:
  - living a long, comfortable and worry free retirement
  - to meaningfully intervene in the financial lives of their children
  - to fund in full or in part their grandchildren’s education
  - providing quality care to their parents in later years
  - making a meaningful contribution to charities, church, school or other institution