Sourcing and Working with Millionaire Investors


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March 12, 2015

2:00 to 3:30 pm EST



Mark Magnacca

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





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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