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

For more than 15 years Ryan Zeeb has consulted with families, individuals and professionals on four continents. Ryan has experience in wealth transfer, risk management, financial and estate planning, heir preparation and investment management. His previous clients include entrepreneurs, family businesses, professional athletes, beneficiaries and executives.

Mr. Zeeb is a sought after speaker and consultant on the topics of Heritage Planning, Building Professional Collaborative Teams, Practice Development, Business Growth and Exit Strategies.

As President of The Heritage Institute for nine years, Mr. Zeeb helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry. Mr. Zeeb trained and consulted with over 600 top wealth professionals on four continents.

Next Level Advisors Membership: $197/month

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