The bar is high for advisors serving high-net-worth clients. Advisors can dive deep into the heart of their client's world with our structured discovery process – understand their values, their family, their legacy. It's not just about portfolios; it's about people. Swipe through for a straightforward approach: • Deepen Your Discovery Process • Engage the Whole Family • Expand Your Network Transform your advisory practice with our Whole Client Approach→ https://bit.ly/4bdqnKu
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Confidence, Clarity, and Cash: 5 Steps to Scaling Your Advisory. @futrli @oompfglobal & @xumagazine present a new webinar on Tues 5th Sept @ 2:00pm. Discover how you can create advisory services that are more efficient, more profitable, and drive client value sky high. Register here: https://hubs.ly/Q020cB7Y0
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Confidence, Clarity, and Cash: 5 Steps to Scaling Your Advisory. @futrli @oompfglobal & @xumagazine present a new webinar on Tues 5th Sept @ 2:00pm. Discover how you can create advisory services that are more efficient, more profitable, and drive client value sky high. Register here: https://hubs.ly/Q020cB7Y0
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7 Years of Mastering LinkedIn & Made Many LinkedIn Coaches. CEO & Founder of LinkedIn Marketing & Branding Agency. LinkedIn Consultant | Content Marketing Expert
Wonder what high-paying clients often ask before closing the deal? They come with specific 📎Needs, 📎Expectations, and 📎Budgets, So, being ready helps in securing the deal. Here are the top questions you MUST be prepared for: 1: "Can you prove your ROI (Return on Investment)?" ↳ Get case studies, ↳ Data, and ↳ Testimonials. 2: "What makes you different from the competition?" ↳ Highlight unique expertise, ↳ Experience, and ↳ Approach. 3: "What is your long-term vision for our partnership?" ↳ Articulate a pathway, ↳ Outline your strategy, ↳ Foreseen results over time. To date, I personalize PPTs and give them 100% attention to the details from our first discovery call. Without preparation not even a miracle happens; agree?
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🤝 3 Ways to Strengthen Client Relationships for FREE 🌟 In an increasingly digital world, it's easy to lose sight of what matters in financial advisory: the human connection. By leveraging our tools, we can assist you in strengthening client relationships and advancing your business. 1️⃣ Foster Meaningful Connections 2️⃣ Streamline Your Workflows 3️⃣ Grow Your Practice with Confidence Don't miss out on our exclusive FREE trial in 2024, make the most of this opportunity for the next 6 months, no strings attached. Book a demo today and discover how prioritising relationships can propel your practice. https://lnkd.in/eudCXx8X
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When it comes to making big decisions, whether in business or life, it's crucial to have expert guidance. At Warrener de Agrela, we offer insightful advice to help you understand the ramifications of every decision and signature. Our experienced team is here to support you every step of the way, ensuring that you make informed choices that align with your goals and values. Contact us today for trusted counsel that you can rely on. #WarrenerDeAgrela #ExpertAdvice #InformedDecisions
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Yesterday, we talked about how we're going to look at the three core ways to differentiate ourselves as financial advisors. Make a commitment to service in the free high-value Discovery EXPERIENCE. The Discovery EXPERIENCE is not your typical initial meeting with a potential client. It is a high-value, client-centric experience and is about who they are and is a huge trust builder. When they see for themselves that the Discovery EXPERIENCE is a truly meaningful exploration of their fears, values, and goals and it culminates in a list of actionable next steps, they can see clearly that anyone they refer to you will be positively impacted by the experience. If you've missed any of our conversation so far this week, head over to the blog for all the details. > > https://buff.ly/45hR7GX #TheIntentionalAdvisor #AdviceBasedPlanning #IntentionalInsiderBlog #PurposeDrivenPractice #FemaleFinancialAdvisors #BusinessReferrals #Referrals #BusinessGrowth #BusinessNetworking #BusinessSuccess #Networking #BusinessDevelopment #ReferralMarketing #KeyPartners #BusinessConnections #BusinessPartnership #BuildingRelationships #RelationshipMarketing #Collaboration #ClientCentric
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The great wealth transfer is in progress. Adopting new strategies to help you better identify and nurture potential clients is going to be essential to the future success of your business. Discover what strategies might be right for you with our new Practice Management insight: The client of the future.
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What are advisory services all about and how do you know if your clients will respond to them? And if your firm currently offers advisory services, how do you know if you’re billing clients appropriately? To answer these questions and much more, let’s begin our journey with the basics and introduce a market-proven advisory roadmap that can help you better serve clients, enjoy more engaging work, and increase your bottom line. https://ow.ly/PAoY50PNoUP
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