When your clients undergo a major liquidity event, they often expect a lot more from you than simply “investing” their newfound wealth.
That’s why it’s crucial to build a bench strength that serves your clients at all levels!
In this episode, Duncan joins Scott Hamilton, a master coach to financial advisors and part of the Pareto Coaches Network. They talk about how advisors can attract and serve high-net-worth clients through a multi-family office (MFO) experience.
- How to minimize the risk of losing clients after major liquidity events
- How to build a Value-Added Support Team (VAST) that fulfills your clients’ evolving needs
- Ways to prepare clients for the “suddenly affluent” phase well ahead of time
- The self-actualization benefits of building an MFO
- And more
Related: How To Become an Advisor for Life