Business of Advice · 2026-05-07 · 49 min
Market swings aren't a sign of a failing plan - they're your greatest opportunity to prove your value and grow your firm. In this episode of The Business of Advice with Cody Foster podcast, AE Wealth Management Chief Investment Officer Ben Sullivan reveals how top advisors use market uncertainty as an advantage. If you want to elevate your service model and start attracting more high net worth clients, this episode can help. You'll learn how to: · Use the Three P's: Align your people, process and product to attract and serve high net worth families. · "Own the Bus": Use this powerful analogy to explain the massive tax and control benefits of direct indexing. · Leverage Needs vs. Wants: Navigate the mindset shift to move toward managing more wealth and delivering on complex expectations.
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