A Path to Success

After roughly two decades - almost forty years between us - studying, observing, working with, and counseling advisors, we've learned what it takes to build an exceptionally profitable advisory business. Our track record helping elite advisors has prompted repeated requests from other advisors for the methodologies, processes and tools behind the growth of their practices - and until now there has been no systematic way for a broad cross-section of advisors to benefit from our experience to reach their personal best.

We are pleased to announce the launch of Cultivating the Affluent - a monthly practice management newsletter designed specifically to help more financial professionals reach their peak potential by drawing on the actions and behaviors of the world's best advisors. Each issue will:

• Provide timely facts and insights on industry best practices,
• Share unique and proprietary perspectives on key segments of the high-net-worth universe and, perhaps most importantly,
• Include exercises and diagnostic tools designed to help all types of advisors adapt new concepts and processes into their business that can make them more successful.

                            
Hannah Shaw Grove                        Russ Alan Prince



Just for Subscribers

• 12 issues a year, in your choice of formats
• Online BONUS material each month exclusively for Cultivating the Affluent subscribers
• 20% discount on The Sky's the Limit and all Prince & Grove titles published by CFPN
• Discounts on CFPN workshops and webinars




The Experts Behind Cultivating the Affluent

Hannah and Russ, the editors of Cultivating the Affluent, are industry professionals with complementary backgrounds. Russ draws on his academic and social science background to deliver the most insightful empirical research on advisor best practices and trends in private wealth. During her tenure in financial services, Hannah worked closely with advisors and their wealthy clients. She draws on this experience to structure Russ's research findings so they can be adapted by any type of advisor.

They have worked together for more than a decade to conduct research, write books and columns, consult with the media and, most recently, launched Private Wealth - the first and only magazine for advisors with exceptionally affluent clients. The mainstay of their business is coaching advisors and consulting to the ultra-affluent. And it is those real-life experiences, in conjunction with their research, that provides the basis for Cultivating the Affluent.

They've got the experience and insight to help you acquire the knowledge, skills, and motivation you need to transform your business into the ideal advisory practice.

Cultivating the Affluent is published by Charter Financial Publishing Network, Inc. (CFPN).



HOW TO SUBSCRIBE
You can subscribe online or by contacting Steve Kimball at Charter Financial Publishing Network at 732-450-8866 x29.

The cost of an annual subscription is $245. Payment can be made by major credit card.









Who Should Subscribe
Cultivating the Affluent is written for any type of advice professional at any stage in their career as long as they have ambitious personal and professional goals including:

  • • Fee-Based Planners
  • • Life Insurance Agents
  • • Registered Investment Advisors
  • • Wirehouse and Regional Brokers
  • • Property & Casualty Agents
  • • Independent Advisors
  • • Advanced Planning Specialists
  • • Private Bankers
  • • Portfolio Managers
  • • Investment Professionals
  • • Private Client Attorneys
  • • Trusts & Estates Attorneys
  • • Accountants
  • • Trust and Business Development Officers
  • • Tax Planners and Specialists

If you want to build your high-net-worth client base and earn more money, this is the publication for you. Cultivating the Affluent can also be a valuable resource for the managers and home-office personnel of distribution and advisory firms, and other professionals or institutions that rely on advisors for business such as asset managers and custodians.