WORKING WITH HIGH NET WORTH CLIENTS [Financial Advisors & Insurance Agents]
April 8, 2022 | By Elite Resource Team
Financial Advisors
Did you realize that high net worth clients are some of the most UNDER SERVED demographic?
Most advisors incorrectly assume the opposite.
In this video we discuss high net worth clients' needs with advanced tax, estate, and financial planner Randy Fox.
With over 30 years of experience serving high net worth clients, business owners, and family offices, Randy's views are invaluable!
He believes it's a result of a lack of true collaboration between professionals.