The Whole Client Model is an empirically derived profiling mechanism gleaned from the best practices of leading ultra-successful professionals.
Listening seems easy, yet finding a professional that does it well is the exception, not the rule.
Professionals are inclined to pontificate about themselves as opposed to focusing on what’s meaningful to clients and centers of influence.
There are a number of trends among the affluent that can have decisive implications for those professionals seeking to work with them.
Untold dollars worth of luxury marketing are being directed to consumers who can't afford what's being sold.
There’s a general consensus that being a thought leader can make a very significant and positive difference to the bottom line.
While many single-family offices can be characterized as private investment firms that sometimes incorporate non-investment services, others can be more broadly defined.
Successful professionals talk less about themselves and their services and spend more time getting to know prospects.
What keeps you up at night? What are you worried about? How do your concerns match up to other professionals in your industry?
M Financial Group CEO Fred Jonske says member firms differentiate themselves from competitors through client advocacy.
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