Stop Losing High-Net-Worth Clients

Stop Losing High-Net-Worth Clients -
use this strategy to keep and grow their wealth.

High net worth clients are the holy grail for Financial Advisors, right?

Most professionals 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 right?

Even if they were, Facebook 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 live training where we will show exactly how other professional advisors in our AUM academy program are accomplishing this, and a whole lot more.

You will learn:

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 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 training.

Fill out the form and register to attend our virtual training - we will be giving away a 3 night, 4 day hotel stay at a 5 star resort to one lucky winner who attends live!

Make sure you enter your correct email and cell phone number so we can get you your vacation if you win.

Register HERE now and we will see you on the training.

Date: Monday, April 7th, 2025
Time: 2-3:30PM Eastern Time
Place: Zoom - you will get the link to attend after you register.

Register HERE now and we will see you on the training.

Best,
Seth Greene