You should cement relationships with business owners before they sell and consider a parade of advisors.
For most wealthy clients, funds are the most appropriate vehicles.
They want advisors to deliver solutions, not services.
She is the high-quality client who can lead to the success of a professional’s practice.
It will pay off with satisfied clients, higher AUM and more referrals.
Asking clients four questions and analyzing their answers will help you succeed.
Customize your message about market volatility to wealthy clients.
Advisors need affluent clients to generate enough revenue for meaningful personal wealth.
Affluent personalities vary dramatically. You need to tailor the way you communicate with them.
Advisors should provide indirect incentives to professionals from whom they’d like referrals.
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