My first post "Stimulating Wealthy Individuals Borrowing" sought to outline the opportunity. Subsequent posts will be aimed at the techniques Wealth Advisors and Private Bankers can develop to realize this revenue gain while, most importantly, providing their clients with economically beneficial alternatives to to the Wealthy Individuals typically approach to their financial solutions.
I will explain the key concepts of Observable Client Behaviors (OCBs) and Quantifiable Economic Benefit (QEB) in detail and I will suggest Strategic Credit Solutions that provide the QEB I'll describe when clients exhibit these certain behaviors. This benefit may manifest itself as cost savings over more traditional forms of credit, reduction or deferral of many types of taxation or in revenue that would not otherwise be available to the client.
keys to maintaining and increasing wealth will be discussed |
Mark Johnson
Strategic Credit Solutions
mark.johnson@strategiccreditsolutions.com
404.909.5167
Thanks for sharing your vast knowledge. I look forward to hearing your thoughts and suggestions. Much appreciated!
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