Hi Halle

With our discussion today on Avatars, I’m finding I am struggling with my Avatar’s hobbies, interests and groups he would be a part of. For background, I am looking for private “arm chair” investors to partner with us in RE as safe and secure investment with long term consistent cash flow and tax benefits.

My perfect client is:

50’s male, white collar professional worker likely engineer, physician, someone who puts a lot of time and energy into their career but recognize the value of investing their hard earned money. Wants to leave a legacy.

In trying to find more on “him”, (I need to name him), I have read the book millionaire next door.  A few things that stick out are that he (as a millionaire) doesn’t drive a luxury car, most millionaires drive an SUV like Jeep Cherokee or pick up or caddy, they don’t over spend or have a high consumption lifestyle, so likely have only 1-2 credit cards None for upscale department stores, he has a budget and sticks to it, him and his wife have yearly financial meetings and spend 8 hours per month on their finances and investments, No expensive watches or suits, not usually country club members….so all this to say they are people living a middle class lifestyle but put away savings, invest their money and are millionaires!

This book was helpful as I was looking for my perfect client in Porsche groups, country club members, fancy watch enthusiasts, but now see why it isn’t working!

So, do you have any suggestions on what groups or hobbies or interests I could find these white collar professional millionaires?

Thanks

@halle-eavelyn