Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confidence.

In this episode, Matt and Brian discuss:

1. From Ego to Empathy: Putting Clients First in Every Conversation

2. The 90-Minute Discovery Meeting: Connecting with Clients on a Deeper Level

3. Crafting Your Unique Value Proposition

4. What Financial Advisors Can Learn from Buddhism

LinkedIn: https://www.linkedin.com/in/mattmillerinvest/

Website: https://www.upleftfinancial.com/

Blog: https://www.upleftfinancial.com/logbook

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Website: https://www.financialadvisorsworkshop.com/

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