Attract and Serve Wealthy Investors
Using Vision Coaching based on the Science of Happiness

60-90 Minute Interactive Keynote Speech

Announcing Steve Moeller's
Revolutionary New Marketing Presentation for Financial Advisors

“I’m overwhelmed with opportunities generated by Steve’s new Vision Coaching system. I just landed a $500,000 account with a wonderful client. I am working on $2 million account that was referred by a CPA. I never knew attracting ideal wealthy clients could so easy and so much fun!”

-- David B., RIA, Delaware
 

Steve’s powerful new marketing approach is attracting huge opportunities for financial advisors who are using it. That’s because the most appreciative and profitable clients believe that happiness is more important than just money.

In this inspiring and entertaining presentation, advisors learn how to use the latest research in Positive Psychology to integrate Vision Coaching into their investment advisory business.

This client-centered, business-development strategy can help advisors stand out in the crowded marketplace and systematically attract, convert and retain ideal wealthy clients—with at least $250,000 of investable assets.

Here is what participants will learn:

  • Why wealthy, relationship-based clients are irresistibly attracted to Vision Coaching based on the science of happiness
  • The missing element in Life Planning and how to add it
  • How to consistently start new relationships by speaking to groups of wealthy investors and centers of interest – for almost no cost
  • The science of attraction—why traditional marketing and selling techniques create so much resistance
  • Three simple techniques to instantly increase your client’s happiness – and your own
  • Why one CPA “surrendered” his entire client base to an advisor after seeing just one presentation
  • Case studies of financial advisors who are opening doors with Vision Coaching services
  • A process to turn wealthy clients and centers of influence into raving fans and marketing apostles

This presentation explains why this emotion-based marketing approach works and it reveals how advisors are using it to attract ideal clients—and build relationships that will fundamentally transform their businesses. This presentation goes beyond theory to share proven applications including stunning PowerPoint slides, marketing materials, and interactive Vision Coaching and happiness creating exercises.

Steve is getting the best evaluations of his career for this presentation! Audiences love it and can apply many of the ideas immediately.

 

Call Steve Moeller at 800-678-1701 to book this presentation for your group today!
Or send an e-mail to smoeller@businessvisions.com.

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