WEBCAST
Wealth Mapping
How to Effectively Maximize Client Relationships and Generate Client Referrals.
Thank you for your registering for Wealth Mapping, How to Effectively Maximize Client Relationships and Generate Client Referrals. 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.
February 28
2:00PM - 3:30PM ET
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Brett Van Bortel Executive Director, Invesco Consulting |
In an increasingly competitive financial advisory environment, advisors need to look at every opportunity to grow their practices. Most financial advisors can dramatically increase their revenues by enhancing their relationships with their affluent clientele. Furthermore, financial advisors can take steps to motivate their wealthy clients to provide high-quality referrals.
Join Russ Alan Prince and Brett Van Bortel, leading authorities on high-net-worth markets, for a dynamic discussion of the most powerful ways to create 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 become proficient in identifying situations to deliver greater value to your wealthy clients.
• Recognize the value of high-net-worth psychology in positioning financial services and products to the wealthy.
• Learn the value of client-centric marketing and its ability to help drive a financial advisor’s success.
Each paid attendee will receive a copy of, The Whole Client Model: Being Client-Centered + Significant Business Success (a $99.99 value)
This webcast will not be recorded.
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