CEG_PreeminentAdvisor_Episode_023

Attracting Affluent Entrepreneurs – The Preeminent Financial Advisor Podcast – Episode 23 You’re probably aware that high-net-worth entrepreneurs are a great cohort to work with, due to their significant wealth and the broad range of financial issues on which they need advice and guidance. Many top advisors focus exclusively on serving this niche. But you might not fully realize just how big an opportunity affluent business owners could represent to your success right now. If you can demonstrate to entrepreneurs that you have the skills and resources needed to serve them exceptionally well, you can win far more than your fair share of this highly attractive market. Key Takeaways: - Many entrepreneurs are looking to switch advisors. - The majority want an advisor who can address professional and personal financial concerns. - Build a network to deliver the solutions that business owners expect.