Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
In a world where AI is changing how financial advisors do business, one thing is becoming more valuable than ever: genuine human connection. But are you using the right words to attract your ideal clients, build trust, and stand out from the competition? In this episode, I'm joined by returning guest Derek Kinney, who shares the powerful communication strategies behind his wildly popular presentation at Future Proof. We're breaking down three critical moments that can make or break your ability to attract high-net-worth clients, along with practical scripts, questions, and small shifts in…
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