“The Multi-Family Office Interview with Don Wilkinson”
Today, you will learn how to attract more wealthy clients and develop an effective ria marketing strategy. Specifically, you will learn one of the fastest ways to gain market share, grow your business, and market to the affluent.
In today’s episode, you will learn insight into understanding and creating a multi-family office, effective referral marketing strategies, how to attract more wealthy clients and everything you need to know to serve more wealthy clients.
Click the image to watch today’s episode:
- 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 a family office fits into an RIA marketing strategy. For example, why investment advisors must understand the opportunities and threats of a family offices.
- The process to get more warm introductions. As a result, one firm generated over five $10 million accounts from this strategy.
- Insight to attracting affluent clients. For example, you will learn what one advisor did to loose a $30 million account.
- How to find wealthy clients because without knowing how, it is difficult (if not impossible) to succeed
- Strategies for marketing to women
- How to create a financial advisor marketing plan that focuses on marketing to wealthy clients
- The warm introductions process you need, so you can get more referrals
- Why creating and executing your plan is so critical to attracting ultra affluent clients
- The leverage strategy an advisor used to generate five new multi-million dollar accounts
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Click here to watch the episode, click this link: “The Multi Family Office Interview with Don Wilkinson”
To Your Success!
Annette
