Lessons from the Super Rich About Working with the Affluent - Episode 16 скачать в хорошем качестве

Lessons from the Super Rich About Working with the Affluent - Episode 16

If you want to work with the Super Rich—or even clients who aspire to become extraordinarily affluent—it’s a good idea to understand how this group thinks about building, enhancing and protecting wealth. FINANCIAL ADVISORS—TAKE ACTION: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv Let’s connect on ... ----------------------- Our Blog: https://bit.ly/2NzSKKh Facebook: https://bit.ly/2BATPPB Twitter: https://bit.ly/3hZXY07 LinkedIn: https://bit.ly/3i4kxAA ----------------------- There’s a relatively small but determined group of financial advisors today who strive to work with the wealthiest individuals and families out there—the Super Rich. If you’re among that group, or if you can see yourself joining their ranks at some point, it makes sense to start understanding the key traits and characteristics of the extremely affluent. That said, it’s a smart move to understand the Super Rich even if your goal is to serve clients who are “merely affluent.” The reason, of course, is that many people with “just” several million dollars are aspirational. They may see themselves on a path to Super Rich status, and may be looking for financial perspectives and advice that can help them accelerate their progress. If they see you as an authority on the ways of the Super Rich, they are more likely to raise their hand to work with you. The Super Rich are individuals and families who have built a net worth of $500 million or more. They tend to exemplify a certain way of thinking and behaving coupled with an intense determination to excel. Add in some luck, and they’ve created outstanding personal fortunes. The success of the great majority of the Super Rich has been driven by their thought processes, orientations and actions—patterns that together constitute what we call Billionaire Intelligence. The following are three powerful ways a great many billionaires think and act that have contributed to their accomplishments. 1. Stay highly centered. 2. Employ street-smart networking. 3. Use bargaining brilliance. We find that the Super Rich tend to employ these Billionaire Intelligence ideals in their decisions about accessing elite wealth planners and structuring the working arrangement with advisors. The upshot: Your approach to working with the Super Rich—or those who aspire to the Super Rich level of wealth—should be informed by the same principles that this group has used itself to generate tremendous wealth. The same principles can be used by you to attract the Super Rich and to help them maintain, enhance and protect their wealth. So check out the latest episode, and leave a comment below about your business goals as they relate to working with extremely affluent clients. John Bowen Don’t forget to share this business-building advice with your team and others so they can gain key insights, too:    • Lessons from the Super Rich About Wor...   ===================== ABOUT JOHN BOWEN ===================== John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 19 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones. Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 21 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. During this time frame, Assante more than tripled its assets under management to more than $25 billion. Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including The Elite Wealth Manager: Delivering Exceptional Value, Achieving Exceptional Success; Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices; The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants; and Breaking Through: Building a World-Class Wealth Management Business. Take the next step: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv