Dynamic Advisor Solutions has a star on its hands: advisor Marina Hernandez has ideas for wealth managers looking to create unique careers serving well-defined client groups.
In Marina's case, that means Swiss expats. Her success illustrates the ways community works to generate word of mouth and concrete referrals -- any client win in any demographic group will naturally open doors, provided you know where to look.
You probably aren't targeting Swiss prospects, but the lessons apply across the board. All you need to do is pick a community and figure out how to help.
For the Swiss, that means cross-border tax support and the ability to communicate with next-generation clients. A London address and independent advisory model help a lot too.
She might have been able to do it without Dynamic, but her affiliation undoubtedly made the process a lot easier. Hear her story HERE and if you want to discuss the implications with the Dynamic team, the VIP Messenger will get you connected.
