Financial Advisor Marketing Ideas to Attract More Affluent Clients
Advisors wanting to attract more wealthy prospects and clients need to do things differently. In this year’s Affluent Summit, 15 leading experts share a variety of unique strategies that show you how to stand out, get noticed and attract more wealthy prospects, clients, centers of influence and referral partners.
Join me on Monday, April 11th when I interview Sid Walker, founder of Selling Without Wrestling and author of six books, Dr. Topher Morrison, international speaking expert and best-selling author of “Stop Chasing Perfection and Settle for Excellence,” and Tom Guzzardo, a trained psychotherapist, who is a CNN News and Fortune Magazine recognized leader for innovative leadership and sales coaching.
My first interview is with Sid Walker, who discusses one of his best financial advisor marketing strategies: Selling Without Wrestling – How to have a 90% closing ratio and an abundance of quality high net worth referrals without being pushy or controlling.
He will teach you how to:
• Tap into the psychology that gets high net worth clients to choose you as an advisor.
• Promote to the wealthy without being pushy or aggressive.
• Create a mindset that attracts affluent clients.
• Attract wealthy clients (even if you are not affluent).
• Get more referrals to high net worth prospects.
If you want to learn a low key approach with success rates that exceed 90%, you don’t want to miss this interview.
My next interview is with Dr. Topher Morrison, who shares one of his most successful financial advisor marketing strategies: How to Master the Art of Speaking to Attract all of the Affluent Clients you Desire.
He will teach you how to:
• Master presentations whether you are speaking to two or 2000 high net worth prospects or clients.
• Increase your persuasive powers.
• Utilize his secret psychological weapon.
• Script presentation’s that get wealthy prospects to take action.
If you want to better leverage your time so you can attract more wealthy clients, Dr. Topher Morrison can teach you how.
My final interview tomorrow is with Tom Guzzardo, who will share one of his most successful financial advisor marketing strategies: Building Affluent Client Centers of Influence and Partners for Life.
He will teach you how to:
• Successfully build a center of influence base so you can attract all the high net worth clients you desire.
• Create a five-step game plan for attracting your ideal wealthy client referrals.
• Set up a fast start center of influence action plan.
• Identify & implement social events that get results.
• Create a “hi-touch client service” program.
If you want more referrals from affluent client centers of influence, tune in and listen to my interview with Tom!
On Tuesday, April 12th, I will interview Jill Lublin, TV Host, bestselling author and PR expert who will share:
*Get Noticed – Get Publicity with Affluent Clients NOW!
I also interview Bruce Wright, chairman and founder of The Wright Company and author of The Wright Exit Strategy: Wealth, How to Create It, Keep It, and Use It and Macro Strategic Planning® Your Life and Business. Bruce will share:
*What you must do NOW to capitalize on the Perfect Storm and attract all the affluent clients you desire.
Tuesday concludes with a discussion with Brett Kitchen. Brett is the author and founder of Safe Money Millionaire Advisor System and will share:
*How to TRIPLE your Appointments with Affluent Business Owners… For Free
All of these experts (along with seven others) will be revealing their tips at this year’s Affluent Summit, from April 11-15th. This innovative, Web-based conference is a must-attend for anyone who desires to have more wealthy clients. To reserve your spot at this exciting FREE event or to learn how to access the interviews after the event is over, simply register online at AffluentSummit.com.
