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Understanding, Connecting to and Growing Your Business with Ultra-Wealthy Clients through Referrals

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Session Description

Why attend:
One of the top challenges with independent advisors is consistent growth.   Obtaining new ultra-wealthy clients is a goal of many advisors and can have some significant impact on the growth of your firm.  Learn how to enhance your knowledge of the ultra- wealthy through research and data and how to connect with them.  Develop a strategic and systematic process to grow your business through referrals. 

Session details:
Ultra-wealthy families are constantly bombarded by services providers and are the most sought after clients for advisors.  What is the best way to prospect these clients?  The same methods that work for mass affluent clients do not work for these clients.  They do not respond to cold calls, often have gatekeepers, and are purposely skilled at being unreachable to those outside of their inner circle.  This session will not only describe unique technology tools and services designed to research these hard to find prospects, but will also provide an effective and repeatable process that translates this research into winning clients in this segment.  The session will have a case study to take you through a process that will provide a proven methodology and mindset to have a higher success rate with the ultra-wealthy community.

In this session, you will learn:

  • What are the trends and behaviors of the ultra-wealthy?
  • How to gather research on ultra-wealthy families including a profile of their wealth, interests, giving and connections.
  • What mistakes to avoid when pursuing ultra-wealthy clients?

Additional Information
CE-1 hr
Education Session
Session Schedule