Member Since December 2024
About
Tax Advisor | Financial Planner | Wealth Manager | Liberty Point Advisors Ian Klinger is a highly skilled tax advisor, financial planner, and wealth manager dedicated to helping high-income earners and high-net-worth individuals navigate the complexities of their financial lives and create lasting legacies. At Liberty Point Advisors, Ian provides white-glove, concierge-style advisory services tailored to his client’s unique needs and goals. Ian takes a holistic wealth management approach, incorporating innovative investment growth strategies, tax efficiency, and legacy planning. He is committed to staying at the forefront of emerging technologies and investment trends, ensuring his clients benefit from the latest tools and opportunities to optimize their financial strategies. His practice reflects a dedication to integrity, personalized service, and financial well-being, empowering clients to achieve their life aspirations while positively impacting their communities. An alumnus of St. Joseph’s University, Ian lives in Havertown with his wife, two daughters, and two rescue dogs. Outside of work, Ian is passionate about family, community, and creating meaningful experiences.
Ian Klinger
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Building customer relationships is easier when you start from a place of trust and empathy. Whether someone is a financial adviser, planner or financial business owner, being new to the industry comes with its own set of challenges — especially when it comes to finding that first client. While you may have the right credentials and the passion for helping others with their money, you must also work to convince potential clients that you’re the right person for the job. But unlike entrepreneurs who have a particular product to sell, you won’t be able to rely on your product's features and benefits to help persuade them. You’ll instead need to focus on what you can offer that no one else can. To help get you started, the financial leaders of Kiplinger Advisor Collective offer their best advice for securing your first client — and what worked best for them — no matter the niche you serve.