Discover Hidden Wealth in Your Community

Six Audio Tape Learning System

Wealth is all around you. But the market of high net-worth prospects is highly fragmented and invisible to most financial advisors. Discover Hidden Wealth is a self-study learning program designed to help you identify wealthy prospects in your community so you can become their financial advisor.

Bringing together hundreds of hours of research and a review of 400 occupations, Steve Moeller has identified America's wealthiest niches. In Discover Hidden Wealth, Steve profiles 22 of America's hottest markets for financial advisors. He identifies who earns what, who controls the most assets, and what their financial concerns are.

Program Highlights:

  • Identifies specific financial opportunities that exist in each wealthy niche market
  • Teaches you to identify wealthy niche marketing opportunities in your own community
  • Teaches you how to evaluate and select three to five niches that provide the greatest financial reward for your prospecting efforts

Discover Hidden Wealth in Your Community includes six audio cassettes, a review study guide, and a step-by-step action plan workbook. Here's a session-by-session break-out:

  1. Targeting-The Key to Marketing Success, Goals of the Program, Marketing vs. Selling, Four Keys to Marketing Success, Market Segmentation, Affluence vs. Wealth, How Rich is Rich? How to Get the Most from this Program Session

  2. Medical Professionals, Healthcare Industry Background, Doctors, Dentists Session

  3. Healthcare Professionals, Chiropractors, Optometrists, Podiatrists, Veterinarians Session

  4. Miscellaneous Professionals, Airline Pilots, Attorneys, Management Consultants, Professional Athletes Session

  5. Key Executives, Background, CEOs, Marketing Executives, Data Processing Executives, Human Resources Executives Session

  6. Sales Professionals, Overview of the Sales Professional, Executive Recruiters, Equipment Lessors, Mortgage Loan Originators, Real Estate Brokers Session

  7. Wealth Preservers, Divorcees, Widows, Retirees, Inheritors Session

Identifying Your Greatest Opportunities, Workbook Overview, Prioritize Your Favorite Niches, Identify Your Strengths, Interview Your Favorite Clients, Research Your Local Economy, Prioritize Profitable Niches Discovering Hidden Wealth

Action Steps Workbook Provides a step-by-step success plan . Includes fill-in-the-blank exercises to identify your unique skills and interests. Presents detailed interview questions to identify your top prospects.

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