Working with High Net Worth Clients [Helpful Advice for Financial Advisors]

As a Financial Advisor or Insurance Agent, so much has changed over the last few years that an entirely new training, community, and system is needed to maximize the current opportunity.

In this video we share the best model we know for running a proactive and holistic planning practice right now:

- Leveraging CPA partnerships for consistent client introductions

- Charging recurring fees for proactive and holistic planning (for you and accountants) instead of just counting on the backend business

- Focusing on implementation and collaboration (mastermind) instead of just consuming content on your own

- Using a proprietary Proactive Planning Platform to complete client questionnaires, prioritize opportunities, map through case completion, and rate experts

- Utilizing a true Virtual Family Office where your experts are accessible online (bios, photos, client requirements, ratings, etc.)

It’s a total redesign for running a financial practice, and it’s much more profitable, enjoyable, and valuable to clients.