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Elite financial professionals' top methods for attracting affluent clients

Most financial professionals work hard at pursuing affluent client prospects, but few are successful. So, if it's not for a lack of trying, what's the problem?

Elite financial professionals have cracked the code.

Through extensive research, Oechsli, a thought leader on affluent client acquisition, discovered the street-tested strategies successful financial professionals consistently use to win clients with assets of $1 million or more.

Now, Oechsli is sharing these secrets with you.

 

Learn:

  • Three high-impact activities to attract affluent clients
  • Key skills to engage prospects without coming across as salesy (a big turn-off to the affluent)
  • The mindset that's critical to achieving acquisition goals

 

 

 

 

Resource icon Resources for Financial Professionals

Workbook

Presentation

Click here to order materials >

Next Steps

1 Download the workbook and set your activity goals on the last page 
2 In two weeks, source six names using page 6 of the workbook and ask for three introductions 
3 In three weeks, arrange a casual, face-to-face meeting in a social setting