In our last post, we dove into Part 1 of Why Financial Advisors Fail. By getting in the driver’s seat of your life, you will dramatically increase your odds of success. Now that you understand how the brain works, we will cover part 2: “Why do so many financial advisors fail?” Specifically, we will review […]
Financial Advisor Career – An Interview with John Panter | Ch144 –
“Financial Advisor Career – An Interview with John Panter” In “Financial Advisor Career- An Interview with John Panter” you will learn about his journey from clinical sociologist to a successful career as a financial advisor. He shares the insight you need to create success in your financial advisory business. In today’s episode, you will learn […]
Why Affluent Clients Fire Advisors and Consultants | Ch143 –
In today’s episode, “Why Affluent Clients Fire Advisors,” you will learn what affluent clients do before they hire, how they select their team, and what they rarely do. Let’s face it: you likely want to grow your business and get more wealthy clients. The first step is getting hired; the second is not getting fired. […]
How to Attract High Net Worth Clients
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 […]
