High net worth (HNW) and ultra-high net worth (UHNW) clients are used in the financial services industry regarding affluent individuals and families with significant wealth. While there is no universal definition, most identify this group with a minimum of $1 million in investable assets. UHNW individuals are worth a lot more than those in the […]
Top Producer Interview with Tino | Ch136-
“Top Producer Interview with Tino: From $500,000 to $750,000 in revenue, on track to $1,000,000.” Today, you will learn how one advisor narrowed his focus to working exclusively with affluent women facing a life transition and how he was able to increase his revenue by 37%. If you want the inside scoop on successfully working […]
How to Become a Millionaire and Serve More Affluent Clients | Ch135 –
How to Become a Millionaire and Serve More Affluent Clients. In today’s TMI episode 135, “How to Become a Millionaire and Serve More Affluent Clients”, you will learn what you need to do to create a financially free life you love, so you can attract and serve more affluent clients. Click the image to watch […]
Top Financial Advisor Increase New Assets by $80 Million – Ch132-
In this interview you will learn the A to Z on how top financial advisors think, focus, and act. If you want to know how to achieve massive growth, you will love this top financial advisor interview. In today’s interview, you will learn the inside scoop on how one top advisor firm grew its revenue […]
Relationship Marketing Strategy – With Rhonda Noordyk | Ch128 –
Relationship Marketing Strategy – An interview with Rhonda Noordyk. In today’s episode, you will learn how to create a relationship marketing strategy. As a result, you will learn how to grow your business and get better results. When I began my career, I had no idea how important relationship marketing was to my business growth […]
Grow Your Business – an Interview with Oscar Alvarez – Ch116 –
In this episode, Grow Your Business, I interview a producer that increased his revenue last year by 72%. Most financial advisors and consultants share lead generation is hard – really hard. When you are using an antiquated model that includes chasing clients instead of attracting them, it can be very difficult to gain momentum. Today, […]
