“The Multi Family Office and Marketing to The Affluent interview with Don Wilkinson”
Today, you will learn how to attract more wealthy clients and develop an effective financial advisor or RIA marketing strategy.
One of the fastest ways to gain market share and business growth is effectively marketing to the affluent.
In today’s episode, you will learn insight into creating a multi family office, effective referral marketing strategies, how to attract more affluent clients, and everything you need to know to serve more wealthy clients.
Click the image to watch today’s episode:
In today’s episode, you will learn:
- The best strategies for marketing to the affluent
- How to create a family office
- What a multi family office (MFO) is and how you can gain market share creating one
- How an MFO fits into an RIA marketing strategy
- How to get more wealthy clients
- Referral marketing and attracting wealthy clients through warm introductions
- Insight to attracting affluent clients
- How to find wealthy clients
- Strategies for marketing to women
- How to create a financial advisor marketing plan that focuses on marketing to the affluent
- How to get more warm introductions and the power of referral marketing
Here is the link to watch today’s episode: “The Multi Family Office and Marketing to The Affluent interview with Don Wilkinson”
To Your Happiness and Success!