Seminar
Topics
Forming
New High Net
Worth Relationships
Advisors'
Comments about our seminars
How
to Book Seminars
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Specialized
Topics
It's all
about finding and retaining the right client relationships. These strategies
explore how to 'win your share'. Each seminar is 60 minutes in length.
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Client
Acquisition
- Identifying
the Invisible Rich: Focus on Market Environment (Customized)
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Metro Markets: Major cities with multiple corporate HQs,
cultural community
- Suburban Markets: Bedroom communities, commuters, local
professionals
- Small Town / Rural Markets: Markets with agriculture,
without corporate HQs
- Retirement / Vacation Markets: Markets where "nobody
works", 2nd homes
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Identifying the Invisible Rich: Who Benefits Locally From Stimulus
Spending? A large amount of money will be spent in several
specific areas. What local firms and professions may be beneficiaries?
Who own those firms?
- Friends
into Clients: Addressing the "Risk to Friendship" Barrier
- Why people prefer to do business with friends. 7 stages
in friendship- when to ask for business. 3 approaches for business.
5 short term strategies to ask for business.
- Friends
into Clients: Customized Scenario Version - Customized for
situations faced by your advisers (Alumni, Co-workers, family,
etc). Includes one liners.
- The
Art of Attracting Other People's Clients (and Retaining Current
Clients) - Your ideal prospect is already someone else's client.
Are they satisfied? Why or why not? Many HNW individuals maintain
multiple relationships. Create a desire to establish a relationship
with you.
- Answering
'How's the Market?' and Other Cocktail Party Questions
- Advisors are asked leading questions in social situations: 'What
do you do?', 'How much do you charge?', 'What size accounts do
you take?' How to tactfully get them interested.
- Building
Business by Doing the Things You Enjoy - Many advisors and
their families participate is sports, children's organizations
and local activities. How can you communicate 'What you do' to
people within the group? How do you raise your visibility? Identify
opportunities? Do business?
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Competing
in the HNW Marketplace
- Why
You? - Establishing Your Value With HNW Prospects - Why should
I do business with you? What do you offer that is
also offered by most, some or few others? What do HNW clients
want? How do successful advisors explain their value? How do other
advisors compete for your clients?
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Closing
- Closing
the Business: How to Ask For the Order - Volatile markets
make clients nervous. How do you get them to move? Why don't prospects
make decisions? How can you tell when they are 'ready to buy'?
How do you 'ask for the order'?
- Addressing
Recession Objections
- Some people need complaints addressed before they act. Others
listen but stay on the sidelines. Some relationships show early
warning signs of leaving. How can you proactively address each
scenario?
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Proactive
Daily Prospecting Strategies
- Doing
Business in a Difficult Market - Responding to negative news
about firm, portfolio reviews in down markets, Major client thinking
of getting out, plus strategies to do business.
- Beyond
Referrals - Sophisticated Strategies for a DNC World - Established
advisors have utilized alternatives to referrals for years. Real
life examples address relevant details (timeframe, geography,
costs) to enable the already successful advisor (or team) to expand
their HNW client acquisition strategies.
- 'Do
Not Call' Prospecting: Effective Alternatives to Cold Calling
- What are people using today? What are strengths and drawbacks?
Easy to implement strategies to approach executives, business
owners and other wealthy prospects without calling them at home.
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Client
Acquisition Through Seminars
- Successful
Seminar Strategies - Rationale; 11 event types; Attracting
the audience (80% of FA's time); Efficient follow-up immediately
after the seminar (15% of FA's time). Timetable in check-off format
from five weeks out through the week following the seminar.
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