How to Market to High-Net-Worth Households: Attracting Affluent Investors with Client Events - Hardcover

Paul Karasik

Hardcover

ISBN 10: 0962540374 ISBN 13: 9780962540370

Publisher: The Business Institute, 2002

Synopsis

It is no secret. The market to high-net-worth huseholds is ripe with opportunity. This book will show you how to transform your financial advisory practice and achieve your professional goals. Follow this easy-to-implement plan and you will create a stredy stream of qualified affluent prospects, gather additional assets from your ideal clients and attract new referral business quickly and easily. This book delivers proven step-by-step strategies and techniques as well as telephone scripts that are auaranteed to achieve results, powerful marketing letters, checklists for organizing your business procedures, exercises for designing your business plan and much much more. How to Market to High-Net-Worth Households is more than a professional development book; it is a blueprint for unlimited success. If you want to work less, earn more and have more fun, this book is for you!

About this title

About the Author

Paul Karasik is one of the leading consultants in the financial industry. Paul has devoted 18 years helping financial professionals achieve their goals. He is President of The Wholesaler Institute, a sales and management training and consulting organization dedicated to increasing financial product sales. The Wholesaler Institute specializes in Value-First™ wholesaling systems. Paul is also President of The Business Institute, which helps financial advisors and insurance professionals sell and market their products and services more effectively. He is the author of eight books, including Mastering the Art of Wholesaling; 22 Keys to Sales Success: How to Make It Big in Financial Services, co-authored with Jim Benson; How to Market to High-Net-Worth Households; Seminar Selling; How to Make It Big in the Seminar Business; and Sweet Persuasion. His articles appear regularly in leading financial industry publications including Registered Rep, National Underwriter, On Wall Street, Investment, Investment Advisor and Financial Planning. Paul is the Founder of the American Seminar Leaders Association and is a frequent keynote speaker at top producer meetings and conferences including Million Dollar Round Table

About this edition

• Publisher: The Business Institute
• Publication date: 2002
• ISBN 10: 0962540374
• ISBN 13: 9780962540370
• Binding: Hardcover
• Number of pages: 146
• Illustrator: Frank Lacey