Episode Details
Back to EpisodesMergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Episode 154
Published 2 years, 5 months ago
Description
*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients.
*Why a culture that fosters collaboration is a culture that breeds success.
*Effective ways to ask for introductions and how Lincoln Financial Advisors has utilized these tactics to great success.
*Overcoming the stigma surrounding financial advisors and fee increases.
Frank, Russ, and Dan impart a wealth of knowledge, offering invaluable insights that empower advisors with the tools necessary to elevate their practices to new heights. After you listen to this episode, you'll find yourself well-equipped to navigate and thrive in the dynamic high-net-worth landscape.