Sourcing and Working with Millionaire Investors
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 Susanna Marra (732) 450-8866 ext. 24 [email protected]
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.
March 12, 2015
2:00 to 3:30 pm EST
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Most financial advisors are focusing on millionaires. These people are investors with 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 millionaires 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.
Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults to the rich and super-rich concerning the mindset and behaviors that translate into extreme personal wealth creation.
This webinar will not be recorded. All payments must be received one week prior to the live event to avoid delays in access to the webinar. If you register and pay for the webinar but cannot attend you will be refunded.
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