On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community! We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.'
A little background John:
Connect With John
Twitter: @LifeRefinedMag
LinkedIn: @JohnFrankot