Marketing to the Wealthy

Six Audio Tape Learning System

Position yourself as a "Millionaire's Advisor." Marketing to the Wealthy is a home-study program that shows you how to identify who the wealthy are, how to find them and how to attract their advisors—especially accountants and attorneys.

Learn strategies that top producers use to generate over $1 million per year in fees and commissions. Develop a marketing system that will make each new year more profitable than the last one. Learn how to get wealthy prospects to call you. Never cold call again!

Program Highlights:
  • Describes what a typical American millionaire is really like
  • Teaches you how to use lists and other resources to identify qualified wealthy prospects
  • Tells you what three things millionaires really want from their financial advisors
  • Shows you how to position yourself as a recognized expert in the minds of wealthy prospects
  • Tells you how to profit from publicity and public relations

Shows you how to use seminars to attract your ideal prospect. Marketing to the Wealthy Audio Cassette Learning System is a twelve-session program that includes six audio cassettes and a step-by-step action plan workbook with forms. Here's a session-by-session break-out:

  1. Accelerate Your Income, Marketing vs. Selling, How to Maximize Your Income, 4 Steps to a Successful Marketing Plan, The Power of Targeting, The Fast Growing Millionaire Market, The Ultimate Marketing Goal
  2. Identify Real Wealth, Affluence vs. Wealth, Status & Wealth, Understanding demographics & psychographics, 7 Wealthy Market Segments
  3. What Motivates Wealthy Investors, Emotions Motivate the Wealthy, 2 Primary Personality Types, 5 Benefits that Wealthy Prospects Want, Profile of the Wealthy, Top Priorities of the Wealthy
  4. What Motivates Wealthy Investors (cont'd.), Millionaires & Risk Tolerances, Profiles of Accumulators, Profiles of Preservers
  5. Defining Your Ideal Prospect, Clarify Your Business Mission, Defining Benefits For Your Prospects, Profile Your "Ideal" Prospects, Prioritizing Market Segments, Prioritizing Prospect Types
  6. Positioning Yourself as a Wealth Advisor, How to Stand Out in a Crowded Market, Understanding Positioning, Positioning Examples, Sample Positioning Statements, How to Position Yourself, How to Become a Recognized Expert
  7. How to Find Wealthy Prospects, How to Use Commercial Lists, Sources for Lists of Wealthy Prospects, 9 Ways to Identify Wealthy Prospects, Creative Market Research, How to Bury Yourself in Qualified Leads
  8. Proven Prospecting Methods, Getting Face to Face with Wealthy Prospects, Divide & Conquer—Segment Your Market á Prospecting 3 Key Segments, A Proven Referral System, Generating Professional Referrals
  9. Profiting from High Visibility, How the Media Creates Experts, Increase Your Visibility & Credibility, What the Media Wants, How to Get Published, How to Get Interviewed, Generating Qualified Leads with PR
  10. Successful Seminars & Group Presentations, 6 Best Topics for Attracting Wealthy Prospects, Developing Your Presentation, How to Become a Great Speaker, Getting Booked at Sponsored Meetings, Promoting Public Seminars & Workshops, Maximizing Your Qualified Leads
  11. Live Jedi Marketers, Targeting Your Markets, Researching Your Opportunities
  12. Live Jedi Marketers (cont'd.), Position Yourself as a Wealth Advisor, Communicating Your Benefits

Forms & Worksheets:

  1. Outline of Marketing Process
  2. Worksheet: Define Your Mission
  3. Worksheet: Profile Your Top Clients
  4. The Wealthy Market Segments
  5. Profile of a Millionaire
  6. Profitable Business Categories
  7. Sources of Small Business Prospects
  8. Profile of a Millionaire
  9. Risk Tolerance Test
  10. Worksheet: Profile Your "Ideal" Prospect
  11. Interview Questions
  12. Worksheet: Your Positioning Statement
  13. Positioning Strategies
  14. Workshop Evaluation Form
  15. Seminar Leads Processing Flow Chart
  16. Leads Processing (cont'd.)
  17. New Client Application Form
  18. Recommended Books
  19. Marketing Plan Outline
  20. Marketing Plan Outline (cont'd.)
  21. Worksheet: 12 Steps to Marketing to the Wealthy

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