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Learn to Find Affluent and High Net Worth Clients

February 2, 2020 by Tess Zhao Leave a Comment

Learn the real secrets to find high net worth clients and attract investors.

    Many people struggle with finding HNWI leads and approaching them. Without personal experience in handling that kind of wealth, you may doubt can I address the needs and questions of the HNWI client?

    The good news is, wealthy individuals know to be successful you can’t be the jack of all trades, but rather leverage the expertise of those around you. They need you more than you know!

    To attract more of your ideal client, you sometimes just need to change your way of thinking. When you can find ideal clients like that, you will make more from doing what you love.

    Course outline:

    Chapter 1: Introduction to High Net Worth Individuals
    Chapter 2: High Net Worth Individual Insights and Lifestyle
    Chapter 3: Finding and Attracting High Net Worth Clients
    Chapter 4: Approaching High Net Worth Investors
    Chapter 5: Selling and Negotiating with HNWI clients
    Chapter 6: Keeping High Net Worth Individuals
    Chapter 7: Course Recap and exercise

    You will learn to find HNWIs, and be more confident when approaching them. You will also learn to resonate with them and make them feel understood. So the clients stay with you and keep coming back to you.

    Meet Your Instructor: Tess Zhao Bio

    Meet Tess Zhao

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