referrals are your best way to gain the trust and business of the super-rich.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
client-focused business development is fundamental. the everyone wins process is effective at every level of wealth. as we said, the everyone wins process is not only business-enhancing, it’s life-enhancing. so, if you are interested in working with the super-rich and with single-family offices, mastering the everyone wins process will serve you well.
more: four steps of stress testing | the smart way to handle financial products | three types of family offices for the wealthy | virtual workshops guide clients through covid | thought leadership is more precious than ever
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on the other hand, you will need to make modifications to how you operate, including what you can deliver to these cohorts when it comes to your high-net-worth practice. an obvious example is that a single-family office will turn to you for all that most high-net-worth practices can deliver. this is extremely rare.
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