Exclusively for financial advisors and Insurance Producers
Each month, the Gentle Rain Marketing Inc rich, you can share knowledge on strategies, positioning and branding, which is essential to attract ultra-wealthy clients.
The following are some of the things you will learn:
• "Client Experience" is the key point of differentiation between just another adviser, and one which obviously takes into account the needs of the wealthy.
• How to do business with you means something to the affluent market respects.
• Traditional financial seminars not attract the wealthy and ultra-rich. But there are alternatives worth exploring. These creative approaches can be duplicated almost any market.
• Waldron Wealth Management (ranked number 3, which is America 's best independent financial adviser at Barron's), you'll notice that their marketing message is in perfect sync with one of the three motifs of the affluent market. Do you know the other two? Is your marketing message match with one (or more) of them?
• Backdoor Strategies: How to get on the radar screen by creatively connecting with the passions and pastimes of the wealthy.
• How to align yourself with what is of great interest to the affluent market.
• How to appeal to the affluent boomers.
• What social network you will participate in attracting the ultra-wealthy clients?
• wealthy Boomers are more match to language than other markets. It is the language of the affluent market respects, and this is what you want to avoid.
• Buy mailing lists of the wealthy. Can direct mail can work? The answer is "Yes", but to buy list is the easy part. Determine what is sent, it is a major challenge. This is what works. This is what does not.
• Which virtues are the affluent market is in the highest esteem?
• The 7 areas of uncertainty that the affluent market does not want you to know.
• If you need to be. What you need to read.
• How the press and public relations fits into your overall strategy.
• The role of advertising. It plays a role in the overall strategy to build relationships, but only if used in accordance with the expectations (and fears) of the wealthy.
• "Take Away" at a very discreet but highly effective way. This is how the most successful consultants do it.
• How to develop a unique value proposition that resonates with an elite group of talented and sophisticated customers.
• The affluent market expects that you should be able to "anticipate" their needs. They look for evidence of this capacity during the "know you" process.
• Many financial advisers dream of "bumping into" ultra-wealthy clients. Why not make that daydream a reality?
• How to orchestrate an ongoing communication strategy that keeps you top of mind while building trust and credibility? Here's how to do it.
• And much more ...
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