7 Ideas for Acquiring High-Net-Worth Client

For financial professionals, tapping into the high-net-worth market can be one of the most effective — and challenging — ways to grow your business. We asked experienced members of the Lincoln Financial Network community for their advice for how to acquire high-net-worth clients. Here’s some ideas from our community we heard:

Clarify their purpose with “Why?”
Help them create a vision for their wealth.
Push them to think harder about their wealth.

Download now to learn more about ideas from the Lincoln Financial Network for acquiring high-net-worth clients.

With multiple affiliation options, access to an expansive open-architecture platform, resources for growth, strength, and an exceptional culture, you can have a bigger effect on your business and your clients. If you’re ready to make the leap, find out more about Lincoln Financial Network. That’s The Network Effect®.

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Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation, broker-dealers (members FINRA and SIPC) and registered investment advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Insurance offered through Lincoln affiliates and other fine companies. For financial professional use only. Not for use with the public.

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