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Serena Williams' Dad's 85 Page Business Plan to his daughters' success

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Serena Williams' Dad's 85 Page Business Plan to his daughters' success

This story is about visualizing the most impossible dream, and mapping out a business plan to make it come true. It is a fascinating story about consistency and following a blueprint, which has helped two families from across the world groom world champions.

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The Billionaire Club’s Secret to Managing next-level Stress

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The Billionaire Club’s Secret to Managing next-level Stress

There’s daily CEO stress, and then there’s next-level stress: When not just billions, but TRILLIONS of dollars are on our shoulders, and the world is watching you, prepared to see you fail. How do some of the world’s TOP CEO’s manage stress. This article will help answer that question.

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The man who purchased a $70MM Laguna Beach property in 2021

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The man who purchased a $70MM Laguna Beach property in 2021

On November 26, 2021, the WSJ reported that Joseph Edelman and his wife Susan had purchased a $70mm ocean front Laguna Beach mansion. In typical wealth detector fashion, which fuels our ultra high net worth marketing and coaching, we researched more about Mr. Edelman to learn more.

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Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

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Michael Kitces' Financial Advisor Success podcast: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh

It’s been called the “podcast to be put on repeat” by financial advisors across the nation. If you are a financial or tax advisor looking to connect with HNW individuals, this is the podcast to listen to learn how to uncover actual opportunities.

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How to find ultra high net worth prospects

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How to find ultra high net worth prospects

In this video, I speak with one of the nation’s top divorce attorneys, someone who has represented some of the most famous family law cases, on how he has found his client base, as well as his recommendations to other service providers looking to find more ultra high net worth clients.

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The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

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The Capgemini 2021 UHNW World Wealth Report - Our Analysis and Recommendations!

In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.

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Appearances Deceive, Conversations Reveal in Hunt for Clients

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Appearances Deceive, Conversations Reveal in Hunt for Clients

Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.