HOW TO WORK WITH WEALTHY CLIENTS (AND WHAT THEY NEED)

Ever wondered what wealthy clients really need from their advisors? 

Director of Business Development at Elite, Jena Wilson, spoke with nationally known wealth strategist, Mr. Randy Fox to discuss what changes he has seen over the past 30 years in the financial services industry.  

Randy has dedicated his career to helping individuals, professional advisors, charitable institutions, and planned giving organizations, do well while doing good. Randy has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs, and HNW families.  He is also a philanthropic estate planner, educator, and anticipated speaker at the upcoming Elite Growth Academy - where he will answer the question, "What do wealthy clients really want?". 

If you haven't registered yet for the Elite Growth Academy, it's coming up November 4 - 6, 2020 (virtually). You can learn more here: www.EliteGrowthAcademy.com