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 […]

Building a Dream Team for Long-Term Success – Episode 26 Advisors today understand the importance of having a great team in place to support them and grow their practice. Unfortunately, many of those advisors don’t know how to build such a team. That’s because they’re essentially “accidental CEOs.” They didn’t become advisors to hire and […]