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Identifying
the Invisible Rich
- What are
the wealthiest geographic sections of your market?
- How can
you identify people within the wealthiest 2-5% of the population by
name and contact information?
- Do senior
executives of public companies live in your area?
- How can
you find them?
- How do
you identify philanthropists?
- Who are
the owners of high profit margin businesses and other successful business
owners in the local area?
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Where
to Meet and Socialize With Wealthy Individuals
- You
can't call these people (Do Not Call Registry) but it can be easier
to meet them socially - How?
- What
are the four key characteristics the ideal organization should possess?
- How much
does it cost?
- How much
time does it take?
- Who do
you need to know?
- What
do you do?
- How do
you raise your visibility?
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Talking
With Wealthy People (and Getting Them to Like You)
- There's
a billionaire across the room - What are three strategies for meeting
them?
- What
makes a person interesting to wealthy individuals?
- How can
they tell if you are sincere?
- When
asked "What do you do?" What do you say?
- How to
discretely probe for information
- You want
to see these people again - What do you do?
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Transforming
Wealthy Friends Into Clients
- Why
friends will/won't do business with other friends
- Why people
prefer to do business with friends
- How wealthy
people prefer to be approached
- Three
strategies to approach friends and acquaintances to do business
- Ten "One
liners" to casually and discretely ask friends to do business
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Also included
are topics on short term strategies such as: |
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Why You?
Establishing Your Brand
- Why it's
important to position your firm
- What
do wealthy investors look for in a financial advisor?
- What
do you offer? Is it offered by most, some or few others?
- How can
you position yourself and stand apart from your competitors
- What
reasons do other advisors give NOT to do business with YOU?
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Prospecting
in the Age of the Do Not Call List
- What
are the "Do Not Call" rules? How can you stay current?
- What
makes a good strategy? Why are some better than others?
- What
are the most effective prospecting techniques utilized by financial
advisors?
- Eight
innovative strategies used by advisors today
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Eight
Ways to Reach Your Prospects
- People
think of contact as mailings and cold calls - That's just the start.
- Why it's
important to use multiple channels to contact your prospect?
- How many
times must you reach a person before they notice you?
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