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)
Next Level Advisors
Rod Zeeb is passionate about training advisors to deliver what High Net Worth clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with wealth transfer. Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others. Rod has been quoted in The Wall Street Journal, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, Boomer Magazine, Investment News, Research Magazine, and many other print and online publications. Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.