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Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez

Financial Advisor Success

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Strategic Engagement for High-Net-Worth Clients

This chapter explores strategies for managing client capacity while serving high-net-worth households, particularly decamillionaires. It emphasizes the importance of personal relationships, tailored marketing, and intentional event planning to foster trust and encourage referrals. The discussion also highlights innovative approaches to engagement that resonate with clients' interests and promote genuine interactions for sustainable growth.

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