Help businesses get high net worth clients and the Chinese wealthy.
Wouldn’t it be nice to attract high net worth clients who willingly pay your fees, refer you to other wealthy buyers, and sing your praises to friends and peers?
WHO WE ARE
The online education program helps businesses get high net worth clients and wealthy Chinese clients.
WHO WE HELP THE MOST
Financial advisors prospecting with high net worth individuals
Luxury real estate agents for the super rich
Real estate agents ready to tap into Chinese wealth
WHAT YOU WILL LEARN
HIGN NET WORTH CLIENT INSIGHTS
- Find new high net worth clients and keep them engaged with you
- Negotiate with the ultra rich with confidence
- Understand what does high net worth clients want from you
- Understand what your ideal client want and beat their expectations
PROSPECTING FOR HIGH NET WORTH INDIVIDUALS
- You can focus on managing assets for the client instead of constantly cold calling or cold emailing
- Break into a circle of wealthy clients who willingly pay your fees, refer you to other wealthy buyers, and sing your praises to friends and peers
UNDERSTAND WHAT DOES THE WEALTHY HANG OUT
- So you can be where your target audience are and become more effective at client prospecting
- Discover more overlooked channels to find the wealthy
BUILD A REFERAL NETWORK OF HNWI
- Identiy potential partners who are motivated to send you new clients
- Create a referral program to incentive the right parter to send the right clients
- Manager your referral pipeline to evaluate referral results
- Secret to a successful referral partnership
INSIGHTS Of WEALTHY CHINESE CLIENTS
- Get more wealthy Chinese clients
- Make your message resonate with Chinese buyers
- Build rapport with wealthy Chinese
- Win more deals from Chinese clients
BUILD TRUST WITH HIGH NET WORTH INDIVIDUALS
- What NOT to do with wealthy clients
- Keep your clients loyal to you and never go to your competitors
WHAT OUR CLIENTS SAY
Paul Million-“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!”
INSTRUCTOR BACKGROUND
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 affluent clients around the world, from London to Dubai, from New York to Shanghai. I’ve also trained and collaborated with professionals like luxury sales executives, real estate agents, financial advisors, family offices to prospect and keep high-net-worth individuals.
- Formerly Head of Global Business Development at Harry Winston Diamonds, Tess is an expert on selling to HNW clients. She was also Head of Jewelry at Amazon Fashion, Media Spokesperson at Jaguar Cars, and a Financial TV reporter.
- She closed sales with billionaires in London, yacht owners in Monaco, high rollers in Las Vegas, and Gulf royals. Nicknamed as “The Secret Weapon”, Tess coached Harry Winston sales team worldwide on negotiating with HNW clients from emerging markets including China.
- Tess has spoken in the US, UK, Australia, and Asia, featured on Rudy Maxa’s World, America’s #1 Travel Radio Show. On national TV, Tess has interviewed chiefs of the WTO, World Bank, and Fortune 500 companies.
- Tess holds an MBA from Columbia Business School. Tess is fluent in English, Mandarin Chinese, and Shanghainese.
CONTACT
General inquiry: Tess@tesszhao.com