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The Financial Advisor today must find a way to stand out from their competition and a noisy marketplace. Advisors need to find new ways to gain and retain clients. Becoming an author instantly positions you as an expert. The Financial Advisor Authority Podcast helps Financial Advisors build authority by writing and publishing a lead-generation book. We help Advisors get started on writing a book by providing strategic & tactical advice on everything from organizing ideas to writing book chapters to marketing your book. New episodes drop every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.
Episodes
Monday Jul 01, 2024
Monday Jul 01, 2024
In today's episode, we're going to talk about high-net-worth clients. These clients present a unique opportunity and a unique challenge for financial advisors. They have specific needs, concerns, and expectations that differ from the average client. So, how can financial advisors identify and connect with these high-net-worth individuals effectively? Well, I have some ideas!
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