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Each downloadable resource, tool, and template is available to accelerate your results and help you implement quickly the things you’ll learn.
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Run Time: 42 Minutes
In this video, Rod Zeeb shares his experience in helping financial advisors transition into the high net worth market. You’ll learn the significance of mindset, asking the right questions, creating clarity and how to set proper expectations. Additionally, you’ll learn the importance of having a conversation with HNW prospects about their values and the importance of understanding the client’s core values in the financial planning process. You’ll also learn a 7-step process for client alignment, rapport building, identifying current and desired outcomes, identifying other players involved, and setting clear expectations.
As a financial advisor, it’s crucial to understand the importance of multi-generational planning in order to better serve your clients. In this lesson, you’ll learn about clients’ desired outcomes, family values, and how to build lasting relationships that drive retention. You’ll also gain insight into the common attributes of families that maintain a culture of communication, trust, and mentoring, as well as the four quadrants of wealth. Finally, you’ll learn why it’s essential to introduce multi-generational planning to your clients and offer collaboration in leading family meetings or training them to do it themselves. By doing so, you’ll be able to engage and retain higher net worth clients through a collaborative team approach to planning that provides exactly what they want.
Run Time: 40 Minutes
Run Time: 42 Minutes
In this lesson you’ll learn the latest shift in estate planning towards family-centered, consultative planning. We will highlight the importance of identifying the family’s desired outcomes and aligning the planning process accordingly, rather than focusing solely on tax and asset planning. You’ll learn to identify both tangible and intangible benefits when making decisions, and the importance of collaboration and managing expectations with your high net worth clients. By promoting family values and building strong relationships with clients, you can ensure the longevity of your multi-generational wealth management plans, leading to increased business and retention.
In this lesson, you will learn about the power and importance of collaborative planning. We will discusses how a virtual family office can provide personalized services for high net worth clients by bringing in experts for specific needs. The reality is that no institution or firm can handle all of the needs of these high net worth clients, and building a team of experts is critical. You’ll also learn how you can position yourself as the Lead Advisor to oversee the team to ensure the clients outcomes and objectives are accomplished.
Run Time: 26 Minutes
The Heritage Design Process™
Team Planning – How to Deliver
The Top 34 Services HNW Clients Want
The Alignment Conversation™
From Rod Zeeb
As an advisor there are really only 2 ways to scale your business…
1) You can spend more, sell more, and service more and more clients (volume)
2) You can work with higher net worth clients, close much larger cases, and significantly increase your average revenue per client (high margin).
Which business would you rather own?
I’m guessing larger case sizes and fewer clients.
Then why are you still playing small?
Working every Tuesday and Thursday night, buying dinners for unqualified prospects, earning just enough to pay off the seminar, and maybe take home a small profit.
It’s a very tough model to scale without burning out.
So what’s keeping you from working with the high net worth clients you really want to work with?
It’s simple – false beliefs.
Have you ever said any of the following?
“I don’t know enough to work with High Net Worth clients”
“High Net Worth clients already have all their needs taken care of”
“High Net Worth clients want to work with large institutions”
“High Net Worth Clients don’t respond to traditional marketing”
If you’ve ever said or thought any of the above, you’re not alone.
And it’s not your fault either…
… the truth is the industry as a whole has done a poor job of providing you with the tools and resources you need to be successful in this market.
Let Me Dispel These Myths With The TRUTH About The HNW Market
The high net worth clients want and need help…
… they just aren’t sure where to find the kind of help they are looking for.
But that’s about to change.
The good news is, after having worked in the high net worth market for the past 28 years, working with countless multi-millionaires, (and even a few billionaires along the way), I can tell you that succeeding in the high net worth market is much much easier than you realize.
There Are Really Only 3 Concepts You Need to Learn to Excel in This Market:
All of these you can easily learn and implement – you just need someone to teach them to you!
In this training I’m going to accelerate your learning curve by sharing with you what I’ve learned the hard way, having investing over 28 years working with High Net Worth clients.
Nope! Our business model operates strictly on monthly subscription revenue. This allows the greatest number of advisors to benefit from the training our Mentors provide, without worrying about being hassled to move your contracts or affiliations.
No! We will NEVER ask you to move contracts, for any reason.
All of them! We currently provide 10 different Masterclasses taught by 13 different Mentors. Each of whom specialize in and have mastered the specific business development strategies they teach.
Each of our Mentors are 7 figure earners who have perfected specialized approaches to growing their businesses. Each Mentor must meet strict qualification criteria, have a strong commitment to excellence and a desire to see ALL advisors succeed.
You bet! In fact, we have several in the works as we speak! And you will have access to all of them!
Yup, that’s it! Just a single investment of $997 unlocks; 40+ hours of in-depth training, growth templates, downloadable scripts and more!
Yes! We Are Guaranteeing You Will LOVE The Next Level Clients Masterclass.
Look, you don’t have time or money to waste… I get it.
The sad reality is our industry is full of hype, and vendors who promise the world… and don’t deliver anything but disappointment.
We’re advisors, so we get it.
But we created Next Level Advisors to change all of that…
Next Level Advisors is the only place you can get real training and mentorship from actual 7 figure advisors, and true industry experts without being hassled to move your contracts.
So take the leap, enroll today and move your business forward. If you are not 100% thrilled with the training we deliver, just pop me an email and let me know, and we’ll refund your investment no questions asked. Sound fair enough?
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