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Your next-door neighbor could be a middle-class millionaire—if you live in a good school district. Your best prospects could be right under your nose. Here's a roundup of expert research on how to find and meet them.
Where would you expect to find millionaires? Country clubs, doctor's offices, posh neighborhoods? If you have prospected for millionaires in the past, you probably searched for social class and the trappings of wealth. Discovering where they work and live may surprise you.
Affluent investors are worried—worried about losing their wealth, maintaining their lifestyle, and providing for their families. Yet advisors do little to address their concerns. These six steps can help you learn more about your clients' needs, earn their loyalty again, and expand your base.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025