When working with high-net-worth prospects, It is so valuable to be able to articulate and demonstrate the exact process that you will use with them if they become your clients. The ultra-affluent want to understand what it will look and feel like to work with you, and what they can expect.

With that in mind, here’s a look at three of the most important touch points on the journey from being a prospect to becoming a client. As you’ll see, none of these meetings are about selling a thing or a product or a service. Rather, each one is about showing your value—what you bring to the table for the client—and how you’ll deliver it.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.