Cultivating Millionaire Investors
Focusing on Clients Who Have $1 Million to $5 Million in Investable Assets.

 

Thank you for your registering for Cultivating 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 [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.

 

November 16

 

2:00PM - 3:30PM ET

 

Mark Magnacca

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

 

 

For the great majority of financial advisors, investors with between $1 million and $5 million in investable assets are optimal clients. This webcast, conducted by Russ Alan Prince, the leading authority of the private wealth industry, will explain some of the most effective and powerful ways to source and work with these affluent investors.

Topics to be covered include:

 

  • Using the “6C” framework for creating loyal, affluent investor clients.
  • The assets capture process.
  • How to best position additional financial products and services to these affluent investors.
  • How to leverage clients and centers of influence to obtain new affluent investor clients.

 

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

 

Russ Alan Prince is one of the leading authorities in the private wealth industry. He consults to the super-rich and single-family offices on the mindset and behaviors that translate into extreme personal wealth creation. 

 

Each attendee will receive a copy of:

• Taking the Reins: Insights Into the World of Ultra-Wealthy Inheritors

 

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