John WilcoxBNI Massachusetts
My BusinessFinancial Advisor and Certified Financial Planner ™
Ideal ReferralHigh Net Worth Client 500k of investable assets.
A Company with a 401k plan or other Retirement Plan. Employee count would be 100 or more employees.
Top ProductI'm all about process and helping my clients think about their financial goals and implementing a strategy to help them do that.
Top Problem SolvedHelping my clients achieve solid financial and retirement and investment outcomes based on their goals.
My Favorite BNI StoryThat 25-30% of my business is because of my long term relationship to my BNI Membership and that continues to be the story today.
My Ideal Referral PartnerCPA, Lawyer, Payroll Provider, Other Clients, and Third Party Administrator (TPA).