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Working in the affluent market requires patience, a high level of knowledge, and checking your ego at the door. Most advisors spend years trying to work on just "one" affluent client and when they do they rarely succeed.

Do you have what it takes to attract wealthy clients? Have you built an internal and external team to support them? Does your process successfully engage, manage, and control your most important relationships?

If not, then you have come to the right place. InKnowVision has helped advisors just like you reach new levels, work with fewer clients, and have better practices by serving the families that matter to them most.

Join the community that leverages their intellect and capitalizes on the strengths of others. InKnowVision.

About this Group

  • Created: October 14, 2009
  • Type: Professional Group
  • Members: 711
  • Subgroups: 1


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