Cultivating HNW Clients With John Frankot

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) A little background John: Founder of Triple R Media, Inc - Publisher of Life Refined Magazine - Former Regional Manager at Google Connect With John ​Twitter: @LifeRefinedMag LinkedIn: @JohnFrankot

Succession Planning Issues For Financial Advisors with Joel Beck

​Without a succession plan, you are inviting a business and financial catastrophe. Your family will not maximize your years of hard work. You need a plan. ASAP! On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm. Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.

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