Blog High Net Worth Individuals Prospects 
Sara Grillo
MAY 24, 2024
Here is how to communicate what you do, when talking to a prospect or lead. High net worth individuals hire me for various reasons, but the thing I’m best at as a financial advisor is helping my clients structure a financial plan after an unexpected transition such as divorce.”
Steve Sanduski
SEPTEMBER 13, 2023
Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.
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Indigo Marketing Agency
DECEMBER 10, 2024
When you create your own content, it ensures your messaging is authentic, personal, and aligned with your brand, helping you connect meaningfully with current clients and prospects. Whether its a blog, newsletter, social media post, or video script , your audience will feel your authenticity.
Steve Sanduski
DECEMBER 5, 2022
Shannon says working with CAIS allows her team to help more advisors keep pace with the trend towards expanding alternatives beyond wirehouses and ultra-high-net-worth individuals. Through various iterations of the company, Advisor Group has a long history of offering alternative investments to advisors and their clients.
Sara Grillo
DECEMBER 12, 2022
For those of you who are new to my blog, my name is Sara. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. Scott Salaske.
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