Andy Lucas (Business Basics ($2MM PCs, Wants to spend more time getting…
Wants to spend more time getting business
Has done a good job upgrading clients
New clients are coming from existing client families
Chicago, Cin, NY, FL, etc.
Attorney Cousin - $900k
Banking client - $6MM
Prospect in Los Angeles
Couple with $250k
Want's to bring in brother to see you.
That's how we met you
Who can you introduce me to?
Dramatic Approach fits your personality
"remind me again, who manages your money?"
"What's your advisor telling you?"
"Why do you ask?"
Domonic (team member)
Father is attorney
Focus on LT performance
Personally connect with clients
Palm Beach Country Club
Be a good "sleeve" manager
Over the long term we significantly over perform