Sourcing and Working with Millionaire Investors

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Any questions regarding this event please contact Linda Dunn (732) 450-8866 ext. 36

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Webinar Presentation December 10, 2013 2:00 – 3:30 p.m. ET

Registration fee: $49.95


Russ Alan Prince President - Prince & Associates, Inc. Editor-At-Large – Private Wealth magazine

Registration fee: $49.95

Most financial advisors are focusing on millionaires. These people are investors between $1 million and $5 million in investable assets. For many financial advisors, they represent the ideal client.


This webinar conducted by Russ Alan Prince, the leading authority of the private wealth industry, will explain some of the most effective and powerful ways of sourcing and working with these millionaires.


Topics to be covered include:

  • How to create millionaire investor client loyalty.
  • How to get more assets to manage from millionaire investors when you don't have them all.
  • The role of providing multiple financial products to millionaire investors.
  • How to motivate millionaire investors to refer their peers.
  • How to work with centers of influence to obtain new millionaire investors.

For financial advisors interested in building a highly profitable book of business with millionaire investors, this webinar provides key insights and actionable strategies that can translate into new and expanded business.


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