The Preeminent Financial Advisor Podcast

Why Do Clients Think Your Technology Is Crummy? – The Preeminent Financial Advisor Podcast – Episode 37

Why Do Clients Think Your Technology Is Crummy? – Episode 37 Technology has become an essential part of investors’ lives across virtually all generations. Whether they’re Boomers, Xers, Millennials or Gen Zers, your clients likely expect you to provide them with tech that they can access to make their lives easier. Fail to do so […]

You Can Win Ultra-Affluent Clients. Here’s How. – The Preeminent Financial Advisor Podcast – Episode 36

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. […]

Two Ways To Attract $25-Million-Plus Clients To Your Door – The Preeminent Financial Advisor Podcast – Episode 35

Two Ways To Attract $25-Million-Plus Clients To Your Door – Episode 35 As an advisor, one of the smartest moves you can make is understanding the wants, needs and concerns of investors with $25 million or more in net worth. This cohort is important to the future of your business for a few key reasons: […]

Three More Strategies Used By Today’s Million-Dollar Advisors – The Preeminent Financial Advisor Podcast – Episode 34

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 […]

Here’s Why Some Advisors Earn More Than $1 Million A Year – The Preeminent Financial Advisor Podcast – Episode 33

Here’s Why Some Advisors Earn More Than $1 Million A Year – Episode 33 If you think the most successful financial advisors in our industry—those generating a net income of more than $1 million annually—do things differently than their peers, guess what? You’re right! The fact is, we found that the top-earning advisors today are […]

Mind The Gaps: Addressing Clients’ Concerns Beyond Investments – The Preeminent Financial Advisor Podcast – Episode 32

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 Prospective Clients Care About More Than Anything Else – The Preeminent Financial Advisor Podcast – Episode 31

Here’s What Prospective Clients Care About More Than Anything Else – Episode 31 What do the affluent really look for in a financial advisor? If you knew the answer to that question, you could focus your prospecting and marketing efforts on the areas that really matter—and attract more than your fair share of new wealthy […]

Here’s What’s Keeping the Affluent Up At Night – The Preeminent Financial Advisor Podcast – Episode 30

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!

The Optimistic Affluent Investor – The Preeminent Financial Advisor Podcast – Episode 29

The Optimistic Affluent Investor – Episode 29 You don’t need us to tell you that in order to effectively serve affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their wealth. If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve […]

Six Ways to Attract Next-Gen Wealth – The Preeminent Financial Advisor Podcast – Episode 28

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 […]