Many advisors sense they’re capable of more — better clients and bigger revenue — but can’t pinpoint what’s holding them back. The ones who break through share two connected skills: closing high-net-worth prospects in the first meeting, and getting paid for their advice independent of any product sale.
In this 90-minute session, attendees will learn how to lead a first meeting that helps prospects see their situation differently, why high-net-worth clients expect to pay for planning advice and respect advisors who charge for it, and how the risk side of the balance sheet — including 28 commonly overlooked vulnerabilities — becomes the foundation for both closing the prospect and justifying a meaningful fee. It’s a learnable, repeatable system for advisors ready to move upmarket.