In total, there are five key concerns that weigh on the minds of wealthy individuals that stem from these areas. We’ll cover these concerns in detail and show you how you can use the wealth management model to expertly address all of them.
And here’s the best part: You don’t have to be THE expert in everything. No single advisor can be. You were meant to be something greater: a wealth manager.
Your job is to bring together a core network of at least three other professionals to address the complex financial needs of wealthy individuals. Together, you’ll be an unstoppable alliance that delivers a world-class client experience unlike any other.
And because you’ll play so well with these other professionals, each of them will in turn introduce you to their five best clients—every year. That means a steady stream of upward referrals for you.