How Private Client Lawyers Can Create Exceptional High-Net-Worth Practices in Today’s Challenging Environment.

If you are a private client lawyer in the Front Range of Boulder and Denver, CO and you want to make a lot more money, you should continue reading this article.

Have you ever wondered why some attorneys are so much more successful than the rest? Do you ever consider what these private client lawyers are doing that you are not doing? This article reviews the strategies that successful private client lawyers who make more than $1 million per year are using to excel in turbulent times.

I’d love to share some of my proven tips and best practices with you when we meet.

When I first start to work with private client lawyers, I find that they are usually highly intelligent and extremely hard working—but not enjoying the level of success they feel they are capable of at the moment. They sense there are significant opportunities to build extremely lucrative practices by serving HNW (High Net-Worth) clients well, but they are uncertain about how to start on the right path.

To that end, there’s a great book called EXCELLING IN TURBULENT TIMES: How Private Client Lawyers Can Create Exceptional High-Net-Worth Practices in Today’s Challenging Environment. Our research partners at AES Nation wrote the book. We have them on retainer. I would love to give you a copy of this book when we meet. The book is chocked full of HNW client opportunities and best practices that can enable you to achieve tremendous professional and financial success. You will learn how to become exceptionally wealthy while doing a remarkable job of serving your clients well—yes, it’s possible to do both! If you would like to schedule a call right now, please click here. I will share with you empirical and ethnographic research about top private client lawyers and combine it with our deep knowledge of HNW clients. As part of this journey, I will share hard-learned lessons from other types of elite professional such as wealth managers, multi-family offices, CPAs, risk professionals and more.

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How Private Client Lawyers Can Create Exceptional High-Net-Worth Practices in Today’s Challenging Environment

Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.

 

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