Resilient Advisor Podcast

Cultivating HNW Clients with John Frankot


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On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community! We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.' A little background John:

  • Founder of Triple R Media, Inc - www.triplermedia.com
  • Publisher of Life Refined Magazine - www.liferefinedmagazine.com
  • Former executive at Google

Connect With John ​Twitter: @LifeRefinedMag LinkedIn: @JohnFrankot

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Resilient Advisor PodcastBy Jay Coulter, CFP®, CIMA®

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