Secrets of Successful Advisors℠ with Ken Haman cover image

What’s the Difference? The One Thing That Every Prospective Client Needs to Know About Your Practice

Secrets of Successful Advisors℠ with Ken Haman

CHAPTER

Understanding the Unique Needs of Wealthy Individuals

This chapter explores the perspectives and needs of wealthy individuals in managing their money, emphasizing the importance of advisors understanding their unique problems and anxieties. It includes a specific story about a group of individuals seeking guidance on finding the right advisor and mentions a visual tool and a white paper to help advisors explain their services.

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