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Cultivating HNW Clients With John Frankot

Jay Coulter, CFP®

Updated: May 4, 2021


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 Advisors are developing deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.' Read John's Blog Post About Appreciation Marketing (Click Here)

 
 

A little background John:

Connect With John

​Twitter: @LifeRefinedMag LinkedIn: @JohnFrankot

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