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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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.
Indigo Marketing Agency
FEBRUARY 1, 2025
Mendoza Private Wealth achieves this by tailoring pages to specific client niches, such as business owners and high-net-worth individuals. Why This Matters Niche pages not only build trust with prospects but also improve SEO by targeting specific keywords related to these audiences. Ready to Elevate Your Website?
Steve Sanduski
FEBRUARY 18, 2025
But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals.
Indigo Marketing Agency
MARCH 19, 2025
Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Without a clear CTA, even interested prospects may not take the next step. Stick to a single, focused message per ad.
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