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: […]

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 […]

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 […]

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 […]

Are You Taking Advantage of This Generational Shift? – Episode 27 It’s no secret that advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers. Today, however, moving upmarket increasingly means attracting and serving younger generations. For example: Millennials represent the largest age demographic category—they […]