What I Do
The Executive Summary
- All advisors must add new HNW relationships to their practice.
- Four core topics address how to Identify, Meet, Cultivate and Convert prospects within the wealthiest 2 – 5% of the local population into clients;
- Additional topics address selling the firm, closing, overcoming objections and other aspects of client acquisition and retention
Who is the target audience?
New advisor audiences – Client acquisition is their major focus
Senior advisors – Know these prospects socially, need approach strategy
Mid Level advisors - Need effective strategies within their comfort zone
Fast tracking advisors - Want pool of fresh prospects, proven strategies
How much time does it take?
Each topic is 45 – 60 minutes (Four core topics fit into four hours)
What makes the training unique? Of value to my advisors?
Research is customized for local market
Reinforces importance of financial planning, professional money mgmt
Follow-up included in training price
“You determine what fits into a day” – One or multiple locations
What kind of follow-up is provided?
Two conference calls/webinars per presentation day
Series of six short, biweekly summary e-mails (over three months)
Advisors are welcome to call or e-mail with questions (No add’l cost)
What does it cost? Who Pays?
$ 4,000.00 (Four thousand dollars) per presentation day plus travel
Value added training is often supported through outside sponsorship.