[REPLAY] De-Commoditize Your Practice to Move the Needle With Your Best Clients from North American
Recorded 11/16/2023
Industry prognosticator, Andrew Rinn shares his thoughts how tax, demographic, and economic trends can empower the thoughtful advisor to help affluent clients attain their personal aspirations.
Takeaways:
- Capitalize on the gap between services expected and those provided by other advisors
- Utilize tailored advanced planning techniques to meet the current and future needs of your best clients—both successful business owners and affluent clients