Basic Information
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Company
Concord Wealth Advisory/ IHTWealth -
Phone
9524666350 -
Mobile phone
6125904032 -
Email
sam.rouman@IHTWealth.com -
Describe How You Would Like To Be Introduced Via Email
Subject: Introduction to Sam Rouman - Wealth Management Advisor and Financial Coach
Hi [Recipient's Name],
I hope this message finds you well. I’d like to introduce you to Sam Rouman, a seasoned wealth management advisor and trusted financial coach who specializes in working with entrepreneurs, self-employed professionals, and small business owners. Sam has extensive experience helping clients build and manage their wealth strategically, with a focus on tailored, actionable guidance.
If you're interested in exploring personalized financial strategies or would like to discuss ways to strengthen your financial foundation, I think you’d find great value in connecting with Sam. He excels at offering clear insights and solutions designed to support long-term financial growth and stability.
Please feel free to reach out to them directly at Sam.Rouman@IHTWealth.com, or let me know if you'd like me to set up an introductory meeting.
Best regards,
Your Name
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What is your "why"? Why do you do what you do?
My professional mission is to empower individuals and families to achieve financial success and security through personalized and strategic wealth management. I am committed to understanding each client's unique aspirations, providing expert guidance, and delivering tailored solutions that foster long-term prosperity. With integrity, transparency, and a dedication to excellence, I strive to build lasting relationships based on trust and collaboration. My goal is to be a trusted partner for each client's financial journey, helping them navigate the complexities of wealth management with confidence and peace of mind. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What financial concerns keep you up at night?
What is your most pressing financial issue right now?
What is holding you back from living your best life? -
Unique Selling Proposition
I take stress out of your financial life by working with you to understand how you want to live your life and the legacy you want to leave to your family and community.
• Collaborator - I listen deeply to understand client’s needs and wants. To be the best collaborator I need to thoroughly understand you and what is truly important to you.
• Advocate: I treat your investments as I would a family member’s.
• Results-focused strategist: Proactive and results-focused.
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Profession
Wealth Management -
Title
Principal/Senior Wealth Advisor -
Hobbies and interest
Downhill skiing, motorcycling, gardening, teaching, volunteering. -
Website
https://www.ihtwealthmanagement.com/advisor/sam-rouman/
Contact Information
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City / Town
Edina -
State
Minnesota -
Zip
55435 -
Country
United States -
Special offers to the group
I offer a 30 minute complimentary review and second opinion for interested individuals. -
LinkedIn Profile
https://www.linkedin.com/in/samrouman/
Education
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College / University
University of Michigan (BA), University of St. Thomas (MBA)