You Can Win Ultra-Affluent Clients. Here’s How. – Episode 36 One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth. One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. […]

Three More Strategies Used By Today’s Million-Dollar Advisors – Episode 34 You already know two strategies that today’s most successful financial advisors—those earning more than $1 million annually—use to generate their amazing results. Here are three more—along with specific action steps you can take to implement those strategies into your own practice and start moving […]

Mind The Gaps: Addressing Clients’ Concerns Beyond Investments – Episode 32 There’s a perception out there that affluent clients are being well served by their existing advisors and that the solutions they need are, by and large, already in place by the time we encounter these investors as potential prospects. Guess what? It’s just not […]

Here’s What’s Keeping the Affluent Up At Night – Episode 30 As an advisor, you know full well that there’s never a shortage of challenges and concerns on your clients’ minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent? Let’s find out!

Six Ways to Attract Next-Gen Wealth – Episode 28 Advisors looking toward the future are increasingly recognizing that millennials and Gen Z-ers represent potentially enormous growth opportunities. For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal […]