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E21 | Moving Beyond AUM and finding HENRYs (part 1)

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Manage episode 191134689 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
  continue reading

36 episodes

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Manage episode 191134689 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
  continue reading

36 episodes

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