By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
The Everyone Wins Process is at the center of how you can maximize wealthy client relationships. Most often, this is a function of aligning interests. The process is also core to generating new business from these clients and other professionals. The ability to add value often plays a significant role in being referred by other professionals to their best clients.
MORE: Product-Neutral or Product-Inclusive? | The Family Office Model | Guiding Clients through COVID | Help Your Referral Sources Become Thought Leaders | The New Way to Get the Best Clients | Maximize Referrals from Wealthy Clients | What the Wealthy Want | The Four-Step Process for Client-Focused Business Development | Building a High-Net-Worth Practice During COVID-19 | The Essential Process for Building a High-Net-Worth Practice | What the Wealthy Need | Setting Financial and Practice Goals
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At the same time, there are many different ways to frame your conversations based on the self-interests of the wealthy to optimize their financial worlds and accelerate results. Stress testing is one of those ways.