On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients...which is always a popular topic in this community! We discuss how top Financial Advisors are developing deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.' Read John's Blog Post About Appreciation Marketing (Click Here)
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A little background John:
Founder of Triple R Media, Inc - www.triplermedia.com
Publisher of Life Refined Magazine - www.liferefinedmagazine.com
Former Regional Manager at Google
Connect With John
​Twitter: @LifeRefinedMag LinkedIn: @JohnFrankot