Sourcing And Working With Millionaire Investors
Focusing on clients who have $1 million to $10 million in investable assets.
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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.