WHAt you're going to get

Thumbnails - NL Clients - Attracting HNW Clients

Lesson 1:

Many advisors WANT to work with High Net Worth clients, but few are willing to take the time to understand the unique needs of this market. In this lesson Rod will share with you the top issues facing the HNW client and share with you how you can communicate in a way that attracts them to you.

Lesson 2:

If you want to attract High Net Worth Clients you first must understand what it is they really want from you. For most, it has less to do with rates of return, tax savings, or even more income. In this less Rod will share with you the Top 5 Things affluent clients REALLY want.

Lesson 3:

For most High Net Worth clients their primary concern is the next generation. They want to ensure that the legacy is continued and that the family wealth is a blessing and not a curse. But this requires involving the next generation NOW, and not waiting until after they are gone.

Lesson 4:

The Values Conversation™ is the single most powerful conversation you could have with a HNW prospect. As Rod will show you in this lesson, The Values Conversation is not only the key to getting HNW clients to hire you, but to getting to manage all of their assets as well.

Ready to attract
high net worth clients?

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