Next Level Clients

Run Time: 42 Minutes Attracting High Net Worth Clients
Run Time: 42 Minutes Multi-Generational Planning
Run Time: 40 Minutes The Alignment Conversation
Run Time: 25 Minutes Collaboratiove Planning Process

What You're Going To Learn


Ever feel like you have taken on so many smaller clients that you have no time to work on the business, or close new clients? Would you like to attract higher net worth clients, earning more while working less? Most advisors assume the high net worth clients are “already taken care of”, however nothing could be further from the truth.

Thriving in the high net worth market is as simple as understanding what HNW clients actually want, and in this course we will teach you not only what they want, but how to deliver it!


The Myths Advisors Believe About Hight Net Worth Clients and What You Need to Deliver to Win Their Trust and Business


Why Traditional Planning Has Failed the HNW Clients and Their Families And The Truth About What They Really Want From You


The One Conversation 90% of High Net Worth Clients Want to Have With Their Advisor (89% of Advisors Think They Are, But Only 55% of HNW Clients Agree)


The Single Most Important Thing High Net Worth Clients Want to You to Understand About Them (Get This Right and You Get 100% of the Assets and 4 Referrals)


Next Level Clients

Lori has been working with High Net Worth families for over 20 years. Her mission is to keep the family strong by creating a culture of communication and trust within the family, training families how to approach difficult conversations, facilitating multi-generational family meetings, and establishing systematic, intentional traditions for successful family transitions.

Lori’s speaking engagements include local and national events including the International Association of Advisors in Philanthropy, FPA Northeast Wisconsin, Fox Valley Estate Planning Council, Keller Williams Real Estate Group, Fox Valley Senior Resource Network, Women & Investing Workshop, First Global WIN, and other organizations who have enjoyed her interactive and engaging presentations.

Next Level Advisors Membership: $197/month

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