Some of his clients call him their “Personal Chief Financial Officer,” others a “Life Coach who specializes in money.”  One of his clients, a world-renowned horse trainer, even calls him, “The Money Whisperer.”  Whatever you call him, James N. Hait, President of Victory Wealth Management, Inc. (VWM), is making a positive impact for his clients and in his community.

Hait has adopted a business model that is almost unheard of in the financial services industry. “Once we are serving 70 Ideal Clients, we will close our doors to any new business,” relates Hait.

Hait is passionate about the philosophy he has adopted called, “Values-Based Financial Planning.”

“By embracing this philosophy, we move into a New World and focus on providing the best possible service to our Ideal Clients,” explains Hait. "In the Old World, we followed the traditional model of accepting everyone as a Client. Unfortunately, there are only 168 hours in a week, and we felt the constraint of time to the type and quality of services we could provide to too many Clients.

“In the New World, we focus all of our energy on providing the best possible service to a finite number of Ideal Clients rather than trying to be all things to all people.”

Hait leads a World-Class team of independent professionals who are committed to helping his clients make smart financial decisions so they can relax, feeling confident their financial house is in order, and turn their energy and time to improving their quality of life.

It’s working. Under Hait’s leadership, Victory Wealth Management, Inc. is quickly filling its Ideal Client Community with those who appreciate the ability to delegate their financial well-being to VWM’s team of subject matter experts.

Ideal Client Profile

Hait has established what he calls his “Ideal Client Profile,” to declare exactly who he believes are a good fit for his Ideal Client Community. Hait’s existing Ideal Clients range from business owners, retirees, even celebrities. Surprisingly, the characteristics of an Ideal Client are primarily personality traits. “Since we're keeping our Client Community so small, why not ensure that all of the Clients are really great people that we really want to work with and who really want to work with us?” said Hait. The Ideal Client who receives the most benefit from Victory Wealth Management, Inc. has the following qualities:

• They are financial delegators
• They are passionate about achieving their goals – both financial and personal
• They enjoy simplicity
• They value our work together
• They focus on what’s important
• They can handle the truth

“Our mission is to guide and empower our Clients, to help them achieve their goals, and inspire them to explore and enjoy an improved quality of life. Our job is to hold everyone on our team accountable to do the effort required to achieve our mission, even our Clients.”

“Man, I love my work!”

Further Information:

James N. Hait, Financial Life Coach

Victory Wealth Management, Inc.
1598 Susan A. Williams Way, Suite H
Chino Valley, Arizona 86323-6171

Telephone: (928) 636-1717

On the web: www.VictoryWM.com

Email: This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

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