For financial advisors looking to grow their AUM, learning how to attract and retain high-net-worth clients is essential.
In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes into the studio Russ Jones, the Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group. Together, the trifecta discusses a wide range of topics, including comprehensive financial planning, mergers and acquisitions, and catering to high-net-worth clients.
Show highlights include:
* The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business transitions.
* The importance of comprehensive planning and M&A expertise in serving high-net-worth clients and business owners while emphasizing the emotional and psychological aspects of business exits.
* Exit planning strategies for business owners of all sizes, and how there are a number of different options to choose from.
* The thought process behind the fee-based structure that Lincoln Financial Advisors utilizes with their high-net-worth clients.
This episode will give you valuable insights into the world of high-net-worth financial advising, where building lasting client relationships and leveraging M&A expertise are the keys to unlocking success. The knowledge that Frank, Russ, and Dan share is priceless so you can walk away from this episode with the tools you need to take your advisory practice to the next level.