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Advisor Marketing Strategy: Marketing to Affluent Clients with Bruce Wright

January 1, 2011 By 10 Comments

Recently, I interviewed financial advisor marketing expert, Bruce Wright for this years Affluent Summit. He shared: What You must do NOW to Capitalize on the Perfect Storm and Attract all the Affluent Clients You Desire!

To listen to the interview, go to Affluent Summit.com.
In our interview, he shares insight that will help any financial advisory business (or other advisory business for that matter) succeed in marketing and retaining wealthy clients. He also shares specific opportunities that the vast majority of financial advisors are missing in their efforts to tap into the Affluent Market. He refers to the current opportunities for marketing to and converting affluent clients as the “perfect storm.” He also shares that it is likely financial advisors will never see another opportunity as large as the current one.

Bruce shares insight on the opportunities for financial advisors wanting to work with high net worth clients. He also provides valuable information regarding how affluent clients are being under served as well as the huge mistakes banks and large financial institutions are making that are leaving opportunities wide open for financial advisors. These missed opportunities are a gold mine for financial advisors wanting to attract and retain high net worth clients.

He provides valuable insight on the macro approach financial advisors must take to tap into this Market and why the financial advisors, who are focusing only on the micro approach, will not succeed in the high net worth market niche (which is the vast majority of financial advisors).

Bruce Wright doesn’t hold anything back. His expertise is first hand so he knows exactly what you must do to get the results you desire with Affluent Clients. He even provides insight to secrets for marketing to the affluent that no one will tell you- which is why the majority of financial advisors are not attracting and retaining the affluent clients they desire!

The Financial Advisor Marketing Strategies he shares provide the basis for attracting all the high net worth clients you desire- Guaranteed! If you want to market to affluent clients you must listen to this free interview. To access the Marketing to Affluent interviews for free go to Affluent Summit!

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