Brett Van Bortel

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Becoming A High-Net-Worth Thought Leader

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An important step is to deliver high-value content to wealthy clients.

Artful Framing

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To work with the wealthy, you must consider even the way you use language.

Creating An Elite Wealth Management Practice

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Financial professionals must integrate three essential components.

Private Client Lawyers: Exceptional Centers Of Influence

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They often have wealthy clients and complement, rather than compete, with advisors.

High-Net-Worth Psychology Helps Identify Areas Of Focus

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It also lets advisors estimate returns on clients’ time demands.

Wealth Management For The Asian Super-Rich

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Recognize their characteristics and preferences if you want to do business.

Family Steward Relationship Management

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Use high-net-worth psychology to build high-touch service.

Compatible Clients: Time Well Spent

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Time management is not only about counting minutes; it’s about good relationships.

Want To Live Forever?

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Immortality may never come, but with comprehensive planning, living to 120 just might be in the cards.

Three Operational Necessities

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What’s necessary for extremely successful high-net-worth wealth management.

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