Sourcing And Working With Millionaire Investors

Focusing on clients who have $1 million to $10 million in investable assets.


Thank you for your registering for Sourcing And Working With Millionaire Investors. Please click the button below to purchase your access to this webinar. Upon confirmation of your payment you will receive directions of how to log in to the event.




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


Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.


July 20th



Mark Magnacca

Russ Alan Prince
President, R.A. Prince and Associates, Inc.;
Executive Editor,
Private Wealth magazine


Most financial advisors are focusing on investors with between $1 million and $10 million in assets. For many advisors, they are the ideal clients. 

This webcast by Russ Alan Prince, a leading authority on the private wealth industry, will explain some of the most effective and powerful ways to source and work with these millionaires. 

Topics to be covered include:

  • How to create millionaire client loyalty.
  • How to get more assets to manage from millionaire clients.
  • How to provide multiple financial products to millionaires investors.
  • How to motivate millionaire investors to refer their peers.
  • How to work with centers of influence to obtain new millionaire clients.



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.


*Each attendee will receive a copy of:

  • Cultivating the Middle-Class Millionaire: How Financial Advisors are Failing Their Wealthy Clients and What They Can Do About It
  • Maximizing Personal Wealth: An Advanced Planning Primer for Successful Business Owners (a $49.99 value)


This webinar will not be recorded.


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