5d • Hot Takes
The Millionaire Advisor Gap
In response to another conversation from the 1.oak Collective Podcast, I did a little research on the Advisor Gap that exists with Millionaires.
My Hot Take is that the is a "Silent Millionaire Society" also. These are folks like from the book "Millionaire Next Door" have money invested in their primary home through equity, a 401(k) that has grown unmonitored and some inheritance money they didn't want people to know about.
They will begin revealing themselves over the next ten years because of RMDs; something else they never knew existed.
It is time folks to push into education. You have to talk the language with confidence, reveal problems and show you can solve those problems.
Comment your thoughts on the white paper below after reading it.
1
0 comments
The Millionaire Advisor Gap
skool.com/mikemilligan
Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.
Powered by