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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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Revenue Models for High-Net-Worth Clients

This chapter explores the business model of wealth advisory services, focusing on assets under management as the main revenue source. It discusses a tiered fee structure that ensures fair compensation while prioritizing personalized care for clients, regardless of their asset levels.

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