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In this episode, you will learn:
- Why affluent clients fire advisors, specifically what you must never do
- What advisors need to do to keep from getting fired
- How to get more affluent prospects
- The one thing you should avoid (so you don’t get fired)
- Insight on how successful people choose their team because this is the first step to results
- What you should never say to an affluent women (and how you should never treat her. Do this and you will get fired!)
- Why getting the woman on board is so critical when working with affluent couples
- How to learn critical information from your client, so you can meet them where they are
- What to do to more effectively sell to affluent clients
- What to do so you get hired by more affluent clients
- The mindset of successful people and how it will help you to not get fired
- What causes a wealthy client to fire their advisors, consultants, and even employees
- A real-world example that got the consultant fired before he was even hired
- The most important step you must take (miss this and you will probably not be able to work with this client)
- How to make the process fun
First published in MillionaireSeries.com
Related: The Biggest Advisor Marketing Problems and How to Avoid Them