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How To Profit When Clients Sell Their Companies
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Some of your potentials prefer obscurity.
By Anthony Glomski and Russ Alan Prince
Client-focused business development is fundamental. The Everyone Wins Process is effective at every level of wealth. As we said, the Everyone Wins Process is not only business-enhancing, it’s life-enhancing. So, if you are interested in working with the super-rich and with single-family offices, mastering the Everyone Wins Process will serve you well.
MORE: Why Stress Testing Matters | Six Ways to Offer Financial Products | Where to Find Wealthy Clients | Take Time to Tune Your Practice Goals | Here’s Where Your Next $5 Million Is Coming From | Help Clients Avoid Fallout from Personal Complications
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On the other hand, you will need to make modifications to how you operate, including what you can deliver to these cohorts when it comes to your high-net-worth practice. An obvious example is that a single-family office will turn to you for all that most high-net-worth practices can deliver. This is extremely rare.
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