Learn from Advanced Planner Why High Net Worth Clients Represent a HUGE Opportunity for You
September 3, 2021 | By Elite Resource Team
Financial Advisors
Contrary to what you might assume, wealthy clients ($10m - $150m net worth) are often some of the most under served by wealth managers, insurance professionals, attorneys, and accountants. Why is that? In this video we are joined by nationally recognized advanced planning specialist Randy Fox to dive into that exact question.
Randy will be one of a dozen speakers at the November 4 – 5, 2021 Elite Growth Academy. Learn more about the event here.