Key Takeaways: Perceived value is directly tied to pricing. High-net-worth clients expect to pay for premium financial advice, just as they do for attorneys, CPAs, and consultants. Free advice undermines credibility. Offering...
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Month: March 2025
Stop Blending In: How to Build a Personal Brand That Attracts High-Net-Worth Clients
Key Takeaways: Credentials Aren’t Enough: High-net-worth clients choose advisors based on trust, connection, and personal brand—not just certifications or firm affiliations. Control Your Narrative: A strong personal brand is built through clear...
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