The High Net Worth Clients Market
The sales professionals who earn the most, enjoy the highest levels of career satisfaction, and reach the top of their careers are those who can do these things well. They know how to:
- Get face-to-face with high net worth prospects.
- Smoothly and effortlessly execute selling skills that lead to a professional relationship with high net worth prospects.
- Manage high net worth relationships and build client loyalty
- Generate ongoing introductions and referrals.
Now nothing is more vital than mastering high net worth selling. Not your brochure, team name, contact management system, professional certification, or platforms provided by your firm. People of wealth are cautious buyers. As their wealth becomes public, more and more people try to sell them something, and they are quickly turned off by marketing gimmicks and sales pitches. They resist these approaches and the person using it.
Facts and data have very little effect at this point if clients feel they just can’t trust the person who presents the data. These clients feel even more upset when they feel they have little understanding of all the financial jargon presented to them. Although many are “targeting” the High Net Worth Client market, they are not confident about taking the steps to meet with those investors face-to-face.
- Learn to manage your image when managing High Net Worth Clients
- Learn to get your clients back for repeated business
- The specific skill set required to attract High Net Worth Clients
- Choices of words when speaking with High Net Worth Clients
- What keeps High Net Worth Clients loyal and supportive to a certain sales professional
- How to close that big order
- How to get the High Net Worth Clients to like you!
- How to manage a professional conversation and make a great impression last
- How to close the big sale like a breeze while others struggle to even go near them
Nobody can teach the way you teach – Very effective, especially in attracting high net worth clients!
Giselle LohFinancial Advisor, Elpis
The best sales course I ever attended -considering that I have attended an estimate 10 sales courses per year for the last 4 years!
Adrian TongFinancial Advisor, Elpis Financial
I enjoyed the session so much and definitely will recommend my fellow colleagues to attend this course.
Jessica WongBanker, DBS Bank
The High Net Worth course is highly practical. I have learned many important tips!
Zhang JieFinancial Services Manager (MDRT), AIA
I applied the steps and managed to get my high net worth client to close a $21,500 annual premium case!