The Four Keys To Marketing Your Practice
December 17, 2015
Rising Above The Numbers/Technical – Real Planning Done Right
December 17, 2015
What Rich People Really Want
$25.00
Do you really know what your affluent clients want? They may communicate to you what they think they “need,” but many times advisors miss the true intended “want” and end up providing complex solutions versus simplistic resolutions. Join Jeffrey and Lynsey as they help us explore the high-net-worth client environment – wealth transfers, intra-family discussions, realistic and potential tragedies, client education, communication, and understanding, as well as how you can conceivably become the central resource for the entire family.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by <em>Jeffrey Dunham, CEO and Founder & Lynsey Richardson, Private Client Analyst</em>
Do you really know what your affluent clients want? They may communicate to you what they think they “need,” but many times advisors miss the true intended “want” and end up providing complex solutions versus simplistic resolutions. Join Jeffrey and Lynsey as they help us explore the high-net-worth client environment – wealth transfers, intra-family discussions, realistic and potential tragedies, client education, communication, and understanding, as well as how you can conceivably become the central resource for the entire family.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder & Lynsey Richardson, Private Client Analyst
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California Forum for ICAs – Full 12 Part Series
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This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.
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