The Elite Wealth Manager is built around a proven framework for a simple, elegant practice that is indispensable to the right affluent clients. With it, financial advisors can work with wealthier clients, attract greater assets under management and build lives of significance.

 

Levers of Success

To become an elite wealth manager, you need to pull three levers of success:

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1. Clarity of Intent

Elite wealth managers are clear and honest with themselves on where they are today. Moreover, they are quite clear on where they want to go. They have a solid understanding of what they need to do to achieve the level of success they aspire to. Closing the gap between today and their desired future is not wishful thinking, but strategic planning to be put into action.

Once you are clear about your intentions for your practice, you go from being reactive to daily events and become deliberate about what you want to achieve and how you will act to achieve your goals.

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2. World-Class Client Experience

In a world where financial services and products have been largely commoditized, providing superior investment returns and financial solutions is no longer a viable value promise. Elite wealth managers focus on understanding their clients on a deeper level than any other financial advisor and on providing second-to-none expertise to meet the full range of their clients’ financial needs through their professional networks

Once you have built a world-class client experience, you will escape the commoditization trap and be able to powerfully differentiate yourself from your competitors.

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3. Wealthy Client Pipeline

Elite wealth managers put systems and processes in place that ensure that they are introduced to new affluent clients on regular basis. Leveraging both high-quality thought leadership content, they position both themselves and their center-of-influence partners as the experts they wealthy want to work with.

With your wealthy client pipeline in place, you will move from nagging concern about where your next client will come from to confidence that you will have a steady stream of qualified prospective clients coming through your door.

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Nine Strategies

Each of these levers are composed of three accelerators. These nine accelerators tie directly to the nine strategies you will master and implement during The Elite Wealth Manager.