The Shortcut to Attracting Affluent Clients

If you are looking for the shortcut to attracting affluent clients, you’ve come to the right place. This episode of The Dave Lorenzo Daily reveals the secret I’ve been teaching my clients for years about attracting affluent clients and keeping them in your portfolio for the long term. The Shortcut to Attracting Affluent Clients This […]

Written by Dave Lorenzo on April 22, 2019

How To Connect With Affluent Clients

If you’re wondering how to connect with affluent clients, this is the video for you. This is a good starting point for people who want to work with families of wealth. How to Connect with Affluent Clients When my clients come to me looking to work with families of wealth, I have them focus on […]

Written by Dave Lorenzo on April 5, 2019