What does it really take to earn and keep the trust of high-net-worth clients?
In this episode, we’re joined by Sean Walters, CEO of the Investments and Wealth Institute, to explore what sets top-performing advisors apart in today’s competitive landscape.
Whether you’re trying to grow your client base or elevate your credibility through education and credentials, this conversation will help you rethink how you position your value as a financial professional.
You’ll learn how to leverage referrals, social proof, and personal branding to build authentic relationships with wealthy clients.
Sean also shares the importance of continuous learning, why a personal touch still matters in a tech-driven world, and how the best advisors combine expertise with empathy to deliver the expected experience.
Sean shares:
- How to attract high-net-worth and ultra-high-net-worth clients.
- Why referrals remain the backbone of advisory growth.
- How personal branding impacts client trust.
- The role of education and credentials in building authority.
- Why consistency creates long-term client confidence.
- How to balance big-firm resources with personal connection.
- The power of online presence and social proof.
- What “the expected experience” means in branding.
- Why continuous learning is key to advisor success.
- How to position yourself as the trusted choice for elite clients.
Connect with Sean Walters:
- Sean Walters: LinkedIn
- Strategy Form
Connect with Kristin Harad:
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