Maximizing Affluent Client Revenues

How to Grow a Financial Advisory Business 40% or More Without Adding New Wealthy Clients


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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.


May 25, 2016

2:00PM-3:30 pm ET



Mark Magnacca

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


In an increasingly competitive financial advisory environment, professionals need to look at every opportunity to grow their practices. Most financial advisors can dramatically increase their revenues by leveraging their existing affluent clientele.

Join Russ Alan Prince, a leading authority on high-net-worth markets, for a dynamic discussion of the most powerful ways to significantly create greater value for you and your wealthy clients.

Key Insights and Actionable Strategies:

  • Learn how to effectively profile wealthy and successful clients to identify new business opportunities, as well as generate new client referrals.
  • Recognize how you can easily become proficient in identifying new business opportunities.
  • Understand the processes involved in determining additional ways to work with your wealthy clients.
  • Recognize the value of high-net-worth psychology in positioning financial services and products for the wealthy.
  • Learn the value of client-centric marketing plans and their ability to help drive a financial advisor’s success.

*Each attendee will receive a copy of:

•  The Whole Client Model: Being Client-Centered + Significant Business Success
(a $99.99 value)

•  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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