SSN Advisor Case Study
The High Net Worth Challenge: Solve the Problem or Lose the Client
An SSN advisor, we will call “Brian,” was facing a problem. A long-time, top client of his was wooed away by Goldman Sachs after they helped the client sell his business. The loss for Brian was in the 7-figure range. Brian explains,
“To the client’s credit, he fired me in person. His wife couldn’t come to the meeting… she was so upset about leaving us.” – Brian
Not only did Brian lose the opportunity to manage the assets resulting from the sale, but he began to question… Who might be next on his top client list to be swept away by promises of resources provided by a larger firm? How do you protect your client base from the value larger firms can bring to the table?
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