What Affluent Ideal Clients Want Most
Discover what affluent Ideal Clients truly want from their financial advisor. It’s not just about investment returns or technical skill—they crave proactive communication, simplified decision-making,…
Category: videos
Becoming Indispensable: 3 of 3 DETERMINING FACTOR
This is the 3rd in a series of 3 videos on Client Referrals for Comprehensive Financial Advisors In Part 3, uncover the single most important…
Becoming Indispensable: 2 of 3 MORE REFERRALS
This is the 2nd in a series of 3 videos on Client Referrals for Comprehensive Financial Advisors Stop chasing referrals—start earning them. In Part 2…
Becoming Indispensable: 1 of 3 BETTER REFERRALS
This is the 1st in a series of 3 videos on Client Referrals for Comprehensive Financial Advisors Learn how high-end financial advisors can stop asking…
The 3 Steps To Meeting Ideal Clients’ Expectations
Discover the 3 foundational steps that only the top 10% of advisors use to exceed affluent clients’ expectations. Learn how to create a rock-solid, crystal-clear…
What Is a Multi-Family Office? (MFO)
What exactly is a multi-family office (MFO), and should you establish one as a “business within your business?” In this video, I define what makes…
Doubling The Value of Your Financial Advisory Business
What’s your advisory business really worth—and how do you double it? In this video, I walk through the essential mindset and strategies high-end advisors use…
The 3 Client Acquisition Mistakes in Times of Uncertainty
Uncertainty is nothing new—but many advisors still make the same mistakes during volatile times. In this video, I reveal 3 client acquisition missteps for High-end…
3 Steps to Exceeding Ideal Clients Expectations
Discover the 3 proven steps high-end financial advisors use to exceed Ideal Clients’ expectations—based on decades of experience running a multi-family office and delivering Truly…
For Ideal Clients It’s RISK Not Insurance
Most financial advisors talk about insurance—Ideal Clients think in terms of Risk & Safety Planning. Identifying risks to their plan. Creating strategies to deal with…