Creating a process and a staff to match the needs of high-net-worth clients

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Creating a process and a staff to match the needs of high-net-worth clients

Nov 03 2023 / MDRT EDGE

Creating a process and a staff to match the needs of high-net-worth clients

Many advisors seek to find clients in the high-net-worth space; not everyone knows how to find these clients and successfully serve them. Dipp Metzger shares an actionable game plan to approach and work with this in-demand demographic.

By Elizabeth M. Dipp Metzger, CFP, MSFS

Topics Covered

Communication techniques Prospecting

AUTHOR

Elizabeth M. Dipp Metzger, CFP, MSFS

Featured in this video

Elizabeth M. Dipp Metzger, CFP, MSFS

Elizabeth M. Dipp Metzger, CFP, MSFS, is founder of Crown Wealth Strategies LLC, a comprehensive financial advisory and investment firm for families, professionals and business leaders seeking to manage and protect their financial holdings. In 2023, Dipp Metzger was named one of the Top Financial Security Professionals and Top Best-in-State Financial Security Professionals by Forbes magazine.