There has never been a more compelling time for advisors to consider elevating their target audience. Upmarket provides a strategic roadmap for advisors who want to attract and retain high and ultra high net worth clients.
In this powerful presentation attendees will gain a deeper understanding of the benefits and real-world challenges of serving the ultra affluent, what that audience really wants, and how moving upmarket will change the dynamics of their business. Finally, we will review that proven 5-step blueprint for making themselves and their firm both irresistible and indispensable to a higher quality of lead.
Learning Objectives:
How commoditization in the financial services industry is creating a “race to the bottom” and how technology is leveling the playing field and making investment strategies as a sales narrative obsolete.
How moving upmarket changes the dynamics of your business including, revenue, overhead, and profit and how average client net worth is connected to the ability to create impact at scale.
What the data says about the ultra affluent and what those individuals and families are really looking for in a financial advisor.
The 5-step upmarket blueprint proven to attract and keep higher net worth clients.
