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Today’s episode takes you inside the pristine fairways and private conversations of The Governor Pinegrove Country Club, where we meet Danny Monroe—a loan officer whose client acquisition strategy is more “country club chess match” than cold call campaign.
Danny isn’t your average lender. He rocks a steel Rolex once worn by Paul Newman’s brother, wears polos you’ve seen in Milan, and swears his job is only 60% about lending. The other 40%? What he calls greenside psychology. And his real office? The 13th tee.
You’ll learn how Danny turned golf into a magnet for high-net-worth relationships, how he orchestrates opportunity with surgical precision, and why the best place to earn trust isn't across a desk—but just before a tee shot.
🔥 Want clients who treat you like a trusted advisor instead of a vendor?
My How to Get New Clients training reveals the strategy I teach to elite financial advisors, real estate pros, and consultants to attract wealthy clients—without begging, discounting, or chasing. It's called The Velvet Introduction, and it’s waiting for you here:
👉 www.getwealthyclients.com/the-velvet-intoduction
#clientacquisition #luxurymarketing #highnetworth #affluentclients #financialadvisorlife #realestatepros #velvetropeplaybook #exclusivebranding #luxurylifestylemarketing #trustedadvisor #countryclubnetworking #getwealthyclients
4.9
1818 ratings
Today’s episode takes you inside the pristine fairways and private conversations of The Governor Pinegrove Country Club, where we meet Danny Monroe—a loan officer whose client acquisition strategy is more “country club chess match” than cold call campaign.
Danny isn’t your average lender. He rocks a steel Rolex once worn by Paul Newman’s brother, wears polos you’ve seen in Milan, and swears his job is only 60% about lending. The other 40%? What he calls greenside psychology. And his real office? The 13th tee.
You’ll learn how Danny turned golf into a magnet for high-net-worth relationships, how he orchestrates opportunity with surgical precision, and why the best place to earn trust isn't across a desk—but just before a tee shot.
🔥 Want clients who treat you like a trusted advisor instead of a vendor?
My How to Get New Clients training reveals the strategy I teach to elite financial advisors, real estate pros, and consultants to attract wealthy clients—without begging, discounting, or chasing. It's called The Velvet Introduction, and it’s waiting for you here:
👉 www.getwealthyclients.com/the-velvet-intoduction
#clientacquisition #luxurymarketing #highnetworth #affluentclients #financialadvisorlife #realestatepros #velvetropeplaybook #exclusivebranding #luxurylifestylemarketing #trustedadvisor #countryclubnetworking #getwealthyclients
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