A New Mindset to Acquire High-Net Worth Clients

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Forget the traditional sales process used by the advisory profession.

The discovery meeting, waiting for the prospect to send or upload their financial documents, creating a free financial plan, and having another review meeting – is a long and complicated process – and assumes everyone will make it to the final paid step.

There are several reasons why this traditional model is outdated.

High net-worth ideal clients don’t assign economic value to things that are given away for free.