Next Level Clients
Run Time: 42 Minutes

Run Time: 42 Minutes

Run Time: 20 Minutes

Run Time: 25 Minutes

What You're Going To Learn

1
The Myths Advisors Believe About Hight Net Worth Clients and What You Need to Deliver to Win Their Trust and Business
2
Why Traditional Planning Has Failed the HNW Clients and Their Families And The Truth About What They Really Want From You
3
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)
4
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)