EPISODE · Nov 16, 2023 · 29 MIN
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
from Advisor Talk with Frank LaRosa · host Elite Consulting Partners
*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients.*Why a culture that fosters collaboration is a culture that breeds success.*Effective ways to ask for introductions and how Lincoln Financial Advisors has utilized these tactics to great success.*Overcoming the stigma surrounding financial advisors and fee increases.Frank, Russ, and Dan impart a wealth of knowledge, offering invaluable insights that empower advisors with the tools necessary to elevate their practices to new heights. After you listen to this episode, you'll find yourself well-equipped to navigate and thrive in the dynamic high-net-worth landscape.
Embed this episode
What this episode covers
For financial advisors looking to attract and retain high-net-worth clients, having a team with a wide repertoire of skills is essential. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa continues his conversation from last week’s episode with Russ Jones, the Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group. Together, the three industry experts highlight Lincoln Financial Advisors' effective blueprint for introductions, their unique collaboration approach, and why these factors enable Lincoln to not only attract but retain high-net-worth clients.
Ready to play
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
No transcript for this episode yet
Similar Episodes
No similar episodes found.