Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Arthur J. Meconi III (https://www.ameripriseadvisors.com/arthur.j.meconi-iii/) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential.
In this episode, Brian and Art discuss:
1. The Power of Relationships: Small Gestures, Big Impact
2. Client Retention Strategies: Building Trust in Times of Change
3. The Franchise Model vs. Independent Practice
4. Focus on Relationships, Not Just Numbers
LinkedIn: https://www.linkedin.com/in/artmeconi/
Website: https://www.ameripriseadvisors.com/arthur.j.meconi-iii/
Facebook: https://www.facebook.com/ArthurJMeconi
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