Title: Ep. 21: Finding High-Net-Worth Clients
Authority Marketing for Financial Advisors
First published
07/13/2024
Genres:
business
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Summary
In today's episode, we're going to talk about high-net-worth clients. These clients present a unique opportunity and a unique challenge for financial advisors. They have specific needs, concerns, and expectations that differ from the average client. So, how can financial advisors identify and connect with these high-net-worth individuals effectively? Well, I have some ideas!
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Parent Podcast
The Financial Advisor Authority Podcast
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