EP 138 The Innovative Framework To Get Ultra High Net Worth Clients with Bret Magpiong

Wealth isn’t just about numbers; it’s a holistic thing that has physical, mental, emotional, and spiritual aspects. No matter how wealthy someone is, they still need help… and it’s not about the “end-all-be-all” investment strategy, like you might think.

To be the best advisor you can possibly be, it’s essential for you to treat your clients’ wealth with the nuance it deserves and using an innovative framework will help you do this.

My guest this week, Bret Magpiong is a seasoned industry veteran who has earned accolades on the Forbes 400 and Fortune 500 listings as a C-level executive across various firms, and he teaches an innovative approach to crafting wealth in a manner that transcends the transactional, sales-oriented approach, steering clear of pushy techniques and mere networking events. 

Bret developed a framework that has brought incredible value to ultra high net worth clients, and he has helped advisors use it to do the same. 

Key takeaways from our conversation include:

How to use a proven framework to bring more value to clients

Understanding the relational aspects of wealth, including the impact of wealth on children

How diving into the many dimensions of wealth (including physical, mental, and spiritual) can help you convert higher net worth clients easily

The importance of understanding a client’s purpose to effectively construct and manage portfolios

How displaying a genuine interest in your client’s passions can foster a bond and allow you to bring even more value

Connect with Bret Magpiong:
Website: https://unbeatablemind.com/coach-bret-magpiong/
Twitter: https://twitter.com/bretmagpiong
LinkedIn: https://www.linkedin.com/in/bret-magpiong-ab9b2134/
Get the book here: https://www.deltatheorem.com

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealth isn’t just about numbers; it’s a holistic thing that has physical, mental, emotional, and spiritual aspects. No matter how wealthy someone is, they still need help… and it’s not about the “end-all-be-all” investment strategy, like you might think.

To be the best advisor you can possibly be, it’s essential for you to treat your clients’ wealth with the nuance it deserves and using an innovative framework will help you do this.

My guest this week, Bret Magpiong is a seasoned industry veteran who has earned accolades on the Forbes 400 and Fortune 500 listings as a C-level executive across various firms, and he teaches an innovative approach to crafting wealth in a manner that transcends the transactional, sales-oriented approach, steering clear of pushy techniques and mere networking events. 

Bret developed a framework that has brought incredible value to ultra high net worth clients, and he has helped advisors use it to do the same. 

Key takeaways from our conversation include:

How to use a proven framework to bring more value to clients
Understanding the relational aspects of wealth, including the impact of wealth on children
How diving into the many dimensions of wealth (including physical, mental, and spiritual) can help you convert higher net worth clients easily
The importance of understanding a client’s purpose to effectively construct and manage portfolios
How displaying a genuine interest in your client’s passions can foster a bond and allow you to bring even more value

Connect with Bret Magpiong:

Website: https://unbeatablemind.com/coach-bret-magpiong/

Twitter: https://twitter.com/bretmagpiong

LinkedIn: https://www.linkedin.com/in/bret-magpiong-ab9b2134/

Get the book here: https://www.deltatheorem.com

Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc.

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

Learn more about your ad choices. Visit megaphone.fm/adchoices