Get more financial advisor leads and referrals for high net worth clients
There is no business without clients. Prospecting is the lifeblood of all financial advisors.
There are more than 200,000 financial advisors in the US, with the continuing economic uncertainty, you will not only compete with hundreds of thousands of others for clients. You’ll also compete with robo advisors.
How can financial advisors find new clients? You’ll need a niche.
Wouldn’t it be nice to attract high net worth clients who willingly pay your fees, refer you to other wealthy clients, and sing your praises to friends and peers?
To succeed as a financial advisor, one of the best ways to grow your advisor practice by leaps and bound is to get high net worth and ultra-high net worth clients –a lot of them. Getting just a few wealthy clients can quickly earn you more income than all your other clients combined.
If you don’t have a niche, you risk getting lost in the ‘sea of sameness’, floating with all other advisors.
That is why top rainmaker advisors focus on prospecting for high-net-worth individuals. During an economic slowdown, the competition at the bottom of the market becomes fierce. Yet the ultra-high-net-worth and high net worth individuals have more investment needs that are recession-proof, and more needs for professional and personalized financial guidance.
Focusing on your target audience will maximize your investment in time and money and ultimately reel in more of the ideal clients. The more you focus and specialize, the more you will attract the ideal prospects.
This explains why during global pandemic, the very man who replaced Amazon’s Jeff Bezos as the richest man in the world, is a man in the business of selling to the wealthy. He is the owner of luxury conglomerate LVMH, who owns brands like Tiffany and Dior.
Finding prospecting success with high-net-worth clients can seem daunting, but it’s a robust source for uncovering new opportunities for new client relationships.
How do you go about prospecting high net worth clients? Not everyone knows how to gain these ideal advisor clients successfully.
High Net Worth Lead Generation for Financial Advisors
This is for this course is for: I will teach you to grow your high-net-worth Client book as a financial advisor. I will teach you to identify your ideal client’s primary needs, questions and concerns and lay out the strategies to prospect wealthy, high net worth individuals and retain them.
This is not a traditional financial advisor sales training that makes you push: you don’t need to ‘sell”, “knock doors” or ‘cold call”, because that’s the wrong approach with the wealthy.
Instead, you need to gain insight into the wealthy, target, approach, empathize and connect with the wealthy. It requires a shift in mindset, and this shift can pay off tremendously for you.
In light of the pandemic, most growth is going to be through referrals. This course dedicated a whole chapter with step-by-step guidance on how to ask for referrals and build your referral pipeline.
Here is what one of my most recent students have to say
“Tess is a brilliant instructor. Eloquent and clear. She gives a fantastic insight into High-net-worth Investors, their mindset, methods and expectations. Very interesting indeed. Tremendous value!”
As Tim Ferris mentioned, the more attractive women in the bar are usually ignored and easy to approach. Everyone assumes there is too much competition, while the reality is the opposite.
All of us start from scratch somewhere. And that’s your best asset because then we are destined to do things differently and innovate. It’s my goal to ensure you the best chance to succeed and work with the top tier of the wealthy and become one of them eventually.
The course comes with a Udemy-backed, 30-day money-back guarantee so you can try this course absolutely risk-free.
Self-starters thrive best.
Enroll now, and welcome to the 1% club.
I founded High Net Worth Academy to help businesses get high net worth individuals and luxury customers. My career background is global client development in luxury goods (diamond jewelry, Jaguar cars, and Saks Fifth Avenue) and finance (HSBC Premier), with a stint in Amazon Fashion.
After getting my MBA from Columbia Business School, I’ve worked with wealthy and high net worth individuals around the world, from London to Dubai, from New York to Shanghai. I’ve also trained and collaborated with professionals like luxury sales executives, financial advisors, real estate agents, family offices to prospect and keep high-net-worth individuals.
NEED ONE-ON-ONE HELP?
If you need any help or advice at any time, feel free to email me through Udemy. Where ever you are in the course progress, I’m here to help you get the most of the training.
Meet Your Instructor: Tess Zhao Bio
I enjoy helping and love feedback, and I look forward to helping you!
WHY YOU WILL BENEFIT FROM THIS COURSE?
Of all the wealthy individuals I’ve worked with, most of them share a common trait: they leverage other people’s expertise. No one can be an expert on everything. When you learn from proven strategies by others, you are taking the most important step in achieving your own high net worth.
RECEIVE A CERTIFICATE OF COMPLETION UPON COMPLETION OF THE COURSE
You will receive a certificate of completion in email by Udemy when you complete 100% of the videos in this course.
Enroll now to gain your unique unfair advantage. (This will take you to the Udermy course page)
See you inside.