Check the bottom line.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
The Everyone Wins Process is at the center of how you can maximize wealthy client relationships. Most often, this is a function of aligning interests. The process is also core to generating new business from these clients and other professionals. The ability to add value often plays a significant role in being referred by other professionals to their best clients.
MORE: The Smart Way to Handle Financial Products | Three Types of Family Offices for the Wealthy | Four Ways to Leverage Your Referral Network | Four Qualities of the Wealthy | It’s All About Your Wealthy Clients
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At the same time, there are many different ways to frame your conversations based on the self-interests of the wealthy to optimize their financial worlds and accelerate results. Stress testing is one of those ways.
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