cover of episode My Favorite Ways For Advisors Attract High-Net-Worth Clients

My Favorite Ways For Advisors Attract High-Net-Worth Clients

2024/8/5
logo of podcast Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

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Shownotes Transcript

How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?  Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?  And if your business was healthier, do you think you could be a better parent and spouse?  If so, I have good news:  In today’s show, I’m revealing my top 3 favorite ways to attract wealthier clients. Just don’t ignore it if it seems too simple.  Listen now. Show highlights include:

Want a chance to “hang out” with me and other advisors and ask any questions on your mind? Listen here… (1:44)  The “RTT” secret for attracting clients with a net worth so massive it almost intimidates you (3:50)  How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29)  Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44)  The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31) 

Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching). Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT