High net worth clients are the holy grail for RIA / Financial Advisors, right?
Most advisors would rather work with high net worth clients if they had a choice. Wouldn’t you?
Unfortunately, those clients aren’t scrolling social media hoping to get interrupted by an ad for a social security seminar, right?
Even if they were, social security isn’t exactly the ideal bait to catch those high net worth clients.
What if there were a better way?
My marketing partner and I are having a virtual lunch-and-learn where we will show exactly how other advisors in our AUM academy program are accomplishing this, and a whole lot more.
You will learn:
How to Attract High Net Worth Clients,
Bring on new AUM in Large Chunks,
& Get CPA’s to promote your practice to their clients every single week!
Register to attend live and discover:
How to Attract High Net Worth Clients Using an Advanced Tax & Asset Protection Strategy - without having to be a tax expert.
How to generate new leads and cases in the first 30 days by copying and pasting one simple email.
How to get Accountants to promote your practice to their clients every week.
How to add a new service to your practice and generate a new stream of revenue.
Click the link, watch the short video with all the details, then fill out the form and register to attend our virtual lunch and learn training (and we will even deliver lunch to your door during the event).
Make sure you enter your correct email and cell phone number so we can get you your lunch.
Register now and we will see you on the training.
Date: Tuesday, August 27th, 2024
Time: 2-3:30PM Eastern Time
Place: Zoom - you will get the link to attend after you register.
Register now and we will see you on the training.