How High Net Worth Prospects Find their Financial Advisor

Описание: High Net Worth prospective clients are searching for new advisors in 2 main ways and we've tested this in our own firm.
Knowing this can help make sure you're doing the right things to get in front of your ideal future clients.
And if the affluent are not your ideal client, the findings in this research study will still be valuable to know.


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00:00 Intro
00:58 How HNW find their Financial Advisors
01:40 How to use this info to grow our business
02:27 The FIRST thing that worked for us
03:07 How 50+ find their advisor
03:39 This made it so easy for people to refer us

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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor.


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Music
Sons & Daughters- Nickolas Jonas
Subway Dreams- Dan Henig

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