Ep. 9 Clients need Alignment to Reach their Aspirations - an interview with Steve Wilkinson

Steve Wilkinson is a wealth manager in Oakland, CA who specializes in creating alignment in his client's lives so they can realize their aspirations.  Having witnessed his mother pioneer physical therapy with children who suffered from polio in Nashville, Tennessee, he knows the power of putting things in alignment to overcome obstacles.  Steve's clients are able to achieve everything that is most important to them as he has a process for alignment.  Listening to this interview will reveal how Steve came to identify his target niche of executives and business owners, his value and deliverables, and his process for working with people. You can learn from his story to create your own vision of how to serve your clients.