The High-Net-Worth Advisor
Narrated by David V. Lorenzo
- Released
- Releases March 9, 2027
- Length
- 6 hrs
- Format
- Unabridged Audiobook
- Publisher
- Ascent Audio
"The High-Net-Worth Advisor" is a comprehensive guide for professionals aiming to establish and grow practices serving wealthy clients, emphasizing the behaviors, structures, and disciplines that distinguish top advisors. Drawing on extensive research and interviews, it introduces innovative concepts like Situational Authority and the Flywheel ecosystem to replace traditional sales models. The book offers practical frameworks for engaging high-net-worth clients effectively and building strategic alliances with key gatekeepers, providing a path to reliable revenue and lasting client relationships.
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