check the bottom line.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
the everyone wins process is at the center of how you can maximize wealthy client relationships. most often, this is a function of aligning interests. the process is also core to generating new business from these clients and other professionals. the ability to add value often plays a significant role in being referred by other professionals to their best clients.
more: the smart way to handle financial products | three types of family offices for the wealthy | four ways to leverage your referral network | four qualities of the wealthy | it’s all about your wealthy clients
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at the same time, there are many different ways to frame your conversations based on the self-interests of the wealthy to optimize their financial worlds and accelerate results. stress testing is one of those ways.
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