If you get paid a percentage of your assets under management, it makes sense to work with “big fish”. Landing one wealthy client puts more money in your pocket than ten poor ones.
But getting wealthy clients isn’t easy. First, every advisor tries to get affluent clients. Second, there’s no millionaire’s association you can call for a list of their members. Third, wealthy people are busy.
But that doesn’t mean you have to give up on getting the clients you want. You just have to understand how wealthy people look for financial advisors. In this episode, you’ll find out exactly how affluent investors look for financial advisors (and what they look for when hiring one).
Want to get the millionaire clients you deserve? Listen now!
Show highlights include:
- How introverted financial advisors can get more clients than smooth-talking “naturals” (without pretending to like cold-calling, networking meetings or. (10:12)
- An exact breakdown of the first step affluent investors take to find a financial advisor (and how to position yourself so you’re the first advisor they see). (11:29)
- How to find the “new rich” online when older investors won’t meet with you. (13:56)
- Why relying on referrals could kill your business just a few years from now (even if you’re thriving now).(16:45)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle.
Links mentioned on the show:
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