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Like anything, there are things you can do as an advisor that will take you and the experience you provide your clients to the next level. 

In this episode, Lifetime MDRT Top of the Table and Million Dollar Advisor, Don Quante reveals four key traits advisors must have to elevate their practice to new heights. Plus, he explains everything you need to know about addressing clients’ long-term healthcare concerns and building the business of your dreams.

Don discusses:

  • Ways he grew his career alongside his client list and their needs 
  • The importance of specialization and becoming the local expert
  • How to turn your specialty into your value proposition
  • Tips for providing clients with a personalized experience 
  • Most common myths high-net-worth families believe about healthcare
  • And more!

Connect with Don Quante:

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About Our Guest:

Don Quante serves as Principal at Simplicity Asset-Based LTC and is responsible for defining the subsidiary’s strategic direction as part of the Simplicity Group of Companies. Don is also responsible for the continuing development of the Million Dollar Advisor system, the preeminent asset-based long-term care planning program. Don has more than 30 years of experience in the financial services industry and is a nationally acclaimed speaker and trainer on the topic of long-term care and retirement income planning. Don is the author of Tax-Free Money for Long-Term Care and Don’t Go Broke in a Nursing Home.