This is What Opportunity Looks Like! – Episode Four The next 12 to 36 months may very well be the best time that advisors will ever see in their career to really transform their business by taking on a significant number of higher net worth clients. The reason: A truly shocking number of affluent investors are either actively looking to work with new advisors or are highly open to the idea of switching. The good news: You can take steps right now to put yourself out in front of what looks to be an historic opportunity to grow your business and become a preeminent advisor. Key Takeaways: - Large numbers of affluent clients are actively looking for new advisors or are open to switching their advisors. - Offering prospective clients a second-opinion service can be a great way to build your business right now. - When seeking referrals, don’t ask if a client knows someone—ask for the name of a specific person they know.