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Lori Coonen

What you’re going to learn

The Myths Advisors Believe About Hight Net Worth Clients and What You Need to Deliver to Win Their Trust and Business

Why Traditional Planning Has Failed the HNW Clients and Their Families And The Truth About What They Really Want From You

The One Conversation 90% of High Net Worth Clients Want to Have With Their Advisor (89% of Advisors Think They Are, But Only 55% of HNW Clients Agree)

The Single Most Important Thing High Net Worth Clients Want to You to Understand About Them (Get This Right and You Get 100% of the Assets and 4 Referrals)


Lori Coonen

Next Level Advisors

Lori has been working with High Net Worth families for over 20 years. Her mission is to keep the family strong by creating a culture of communication and trust within the family, training families how to approach difficult conversations, facilitating multi-generational family meetings, and establishing systematic, intentional traditions for successful family transitions. Lori’s speaking engagements include local and national events including the International Association of Advisors in Philanthropy, FPA Northeast Wisconsin, Fox Valley Estate Planning Council, Keller Williams Real Estate Group, Fox Valley Senior Resource Network, Women & Investing Workshop, First Global WIN, and other organizations who have enjoyed her interactive and engaging presentations.

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