{"product_id":"9781394434756","title":"The High-Net-Worth Advisor: Turning Client Relationships into Reliable Revenue","description":"\u003ch1\u003eThe High-Net-Worth Advisor: Turning Client Relationships into Reliable Revenue\u003c\/h1\u003e \u003ch2\u003eLorenzo, David V.\u003c\/h2\u003e \u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eA research-backed system for professionals who want to stop chasing clients and start being chosen by them \u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe High-Net-Worth Advisor: Turning Client Relationships into Reliable Revenue \u003c\/i\u003eis a behavioral operating system for attorneys, CPAs, wealth managers, and consultants who want to build practices around clients with $5 million or more in investable assets and business owners generating $10 million or more in annual revenue. Drawing on 200 in-depth interviews and a study of over 2,000 professionals, David V. Lorenzo identifies the behaviors, structures, and disciplines that separate elite advisors from everyone else. \u003c\/p\u003e\u003cp\u003eLorenzo introduces Situational Authority and reveals why credentials alone fall short in this market. The book replaces the traditional sales funnel with the Flywheel—a closed-loop ecosystem of curated clients, a vetted expert network, strategic alliances, and a rigorously filtered pipeline where credibility compounds. Each chapter builds on the last, moving from market definition to behavioral identity to a repeatable engagement lifecycle. \u003c\/p\u003e\u003cp\u003eReaders will also find: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eSeven premium behaviors that high-net-worth clients use to evaluate advisors before any engagement letter is signed\u003c\/li\u003e \u003cli\u003eA four-stage engagement lifecycle that turns professional judgment into a visible, repeatable client experience\u003c\/li\u003e \u003cli\u003eThe critical distinction between Main Street and high-net-worth clients— and why each target type requires a fundamentally different approach\u003c\/li\u003e \u003cli\u003eA framework for building strategic alliances with the gatekeepers who control access to wealthy families and business owners\u003c\/li\u003e \u003cli\u003eConcrete action items at the end of every chapter that force readers to apply the system immediately\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eWritten in the direct, unvarnished voice of a practitioner who has advised Fortune 100 leaders and built high-net-worth advisory programs inside premier law, accounting, and financial advisory firms, \u003ci\u003eThe High-Net-Worth Advisor \u003c\/i\u003eis the field guide for professionals who are ready to build a practice where trust, authority, and discipline are the only advantages that matter.\u003c\/p\u003e \u003ch3\u003eDetails\u003c\/h3\u003e \u003cp\u003ePublished by: Wiley\u003c\/p\u003e \u003cp\u003ePublication Date: 2026-11-10\u003c\/p\u003e \u003cp\u003eFormat: Hardcover\u003c\/p\u003e \u003cp\u003eISBN-13: 9781394434756\u003c\/p\u003e \u003cp\u003eDOI: \u003c\/p\u003e \u003cp\u003eDimensions: cm xcm\u003c\/p\u003e \u003cp\u003ePages: \u003c\/p\u003e ","brand":"Wiley","offers":[{"title":"Default Title","offer_id":46310318309516,"sku":"9781394434756","price":27.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9781394434756.jpg?v=1779932802","url":"https:\/\/lateknightbooks.com\/products\/9781394434756","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}