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Simon Reilly


Recent posts by Simon Reilly

5 min read

How To Prepare and Cope With Conversations About a Recession

By Simon Reilly on 6/16/22 10:00 AM

There may be whispers in your office or tension after your last client call because everyone is wondering the same thingwill this be as bad as the last one? 

Topics: Financial Planning Lifestyle Planning
7 min read

Marketing to Create Relationships with HNW Clients’ Adult Children

By Simon Reilly on 5/16/22 1:00 PM

The essence of this blog is a result of me interviewing NAIFA chapter presidents and program chairs coast to coast and asking the following questions:

Topics: Running Your Practice Financial Planning Grow Your Business Protect Your Business
4 min read

Creating Meaningful Relationships With HNW Clients’ Adult Children

By Simon Reilly on 4/26/22 10:00 AM

Many webinars and courses for financial advisors regularly talk about how to attract new clients. And while this is logical, it made me think: Instead of looking for new clients, why don't financial advisors create meaningful relationships with their HNW client's adult children? So, when their parents retire, they choose to keep them as advisors instead of finding someone new.

But you'll be surprised to know the statistics regarding advisors doing this. I've been polling advisors, and I hear 15-20% when I ask them how many of their HNW clients' adult children they have a meaningful relationship with.

Topics: Running Your Practice Grow Your Business Protect Your Business

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