The Efficient Advisor: Tactical Business Advice for Financial Planners · 414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
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Provides an interactive visual snapshot of a client’s entire financial picture to improve engagement and meeting efficiency
“…hourly model for financial advice…we need some sort of engagement where there’s ongoing interaction and that’s planned in, that’s budgeted in, that’s built into it…”
“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
“Key takeaway… engage FDA early and often… using pre-IND meetings and the phase two and type C meetings to show… why one trial is sufficient.”
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