20-minutes that turned into $2m

Dan Richards | ClientInsights | 26 November 2012

I regularly hear from advisers who've implemented an idea they've read in my newsletter or heard at one of my talks and want to share their results. But I've seldom heard of an outcome as dramatic and immediate as the one obtained by an adviser who translated an investment of 20 minutes into $2 million in new assets.

The concept that I discussed at that talk was dead simple - all advisers know they should pay special attention to their top clients. The challenge is how to...