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Here Are Your World-Class Top Experts!
Mark Satterfield

Mark Satterfield

Trojan Horse Marketing for Attracting Affluent Clients

You will learn:

  • How to use “Trojan Horse” marketing to get on the radar screen of the affluent without being obvious or ‘sales-ey’.
  • How to use stories to differentiate yourself from the competition.
  • Why traditional networking usually fails to achieve the results you desire.
  • How to get on the radar screen of the affluent.
  • Why your "unique financial strategy" doesn’t work.

Mark is the founder and CEO of Gentle Rain Marketing Inc. Since 1992 he has advised financial advisors on how to build important brand new relationships with the affluent and wealthy.

Mark is the author of seven books including, Unique Sales Stories: How To Get More Referrals, Differentiate Yourself From The Competition & Close More Sales Through The Power Of Stories and Power Prospecting: How to Gain Access to Key Decision Makers.

Richard Weylman

Richard Weylman

What it takes to Market to the Affluent… The New Normal

You will learn how to:

  • Change your affluent client USP to a UVP.
  • Avoid common mistakes made in marketing to and working with the affluent.
  • Create a value proposition that gets affluent clients to ask "The Question," which increases the odds that they will hire you.”
  • Respond when affluent clients ask what you do... it is not how most advisors respond!
  • Tap into the key motivators that will get affluent clients to seek you out.

Richard Weylman’s experience in marketing, selling and communicating with affluent and wealthy people is unparalleled.

He is a highly sought after marketing consultant, he draws from his lifetime of experience to help others understand this unique marketplace, overcome obstacles, and grow a profitable business. He is the author of the best selling book, Opening Closed Doors- Keys to Reaching Hard to Reach People. Richard is the founder of The Weylman Center for Excellence in Practice Management™, an online university for financial professionals and staff, which elevates their success in working with the affluent.

Bill Cates

Bill Cates

Proven Strategies to Acquire More Affluent Clients through Referrals

You will learn:

  • The 3-phase approach to building massive referrals from traditional (and non-traditional) referral sources.
  • The best strategies for meeting affluent client referral resources.
  • The best client events (it's not what you think) to make major in-roads to acquiring affluent clients.
  • How to properly time asking for referral from other advisors.
  • The best types and strategies to maximize results from event marketing.

Bill Cates is a world-renowned referral expert and he has basically revolutionized the way financial service professionals generate referrals. He is the author of Unlimited Referrals, Get More Referrals Now and his newly released book, Don’t Keep Me a Secret.

Bill is the President of Referral Coach International and the creator of Referral Advantage Program. This program has been featured in publications such as Success Magazine, Entrepreneur Magazine, Selling Power and the Wall Street Journal, just to mention a few. His own business success has been featured in Money Magazine.

Annette Bau

Annette Bau

Insider Secrets for Marketing to and Working with Affluent Women

You will learn:

  • What you must do to thrive in the Affluent Women Niche Market.
  • The process to tap into the Affluent Women Niche Market
  • Determine your ideal Affluent Women niche Market based on your personality profile.
  • How to use the ALR™ Questionnaire Process to find ideal prospects.
  • Understanding the three different types of Affluent Women.

Annette Bau, a Certified Financial Planner™, practitioner, is the managing member of a financial advisory firm. She has been a financial planner for over 20 years working extensively with affluent women and business owners.

She is the founder of the AdvisorMarketingPractices.com and LifeTransitionInstitute.com. Annette has authored books and products including The MillionDollarMarketingSystem.com, The Marketing Guide for Affluent Women, If Only I had Known… What YOU need to do NOW to avoid devastating financial mistakes and her upcoming book Insider Secrets for Marketing to and Working with Affluent Women How to Double Referrals, Retention and Repeat Business.

Mike Brooks

Mike Brooks

What to say to build instant rapport with Affluent Clients

You will learn:

  • What not to say when you call an affluent client.
  • How to use the "Oh" technique.
  • How to build instant rapport with affluent clients.
  • How to use phrase scripts to effectively communicate with Affluent Clients.
  • Learn what you should say and do when calling on Affluent Clients

With over 20 years of inside sales closing experience, Mike has been billed nationwide as Mr. Inside Sales. Once a bottom 80% producer, Mike learned and perfected the skills of Top 20% producers and became the number one sales rep out of 5 Southern California branch offices.

Author of the weekly Ezine, “Inside Sales Secrets of the Top 20%,” Mike’s proven techniques, strategies and skills are used successfully by companies in industries serving the affluent such as: securities sales, high-tech sales, pharmaceuticals, equipment leasing and other business to business applications.

Mike combines proven, current tactics and skills with personal experience to provide a motivational and practical presentation.

Insurance Mavericks- Brett Kitchen

Insurance Mavericks- Brett Kitchen

How to TRIPLE your Appointments with Affluent Business Owners... For Free

You will learn:

  • Why business owners are the absolute BEST niche you could ever have.
  • How to triple the amount of appointments you have with business owners... and how to get them all for free.
  • Why you'll never have to worry about 'getting past the gatekeeper' again.
  • How to turn one business owner into 10, 20, or 50 appointments.
  • The GOLDEN KEY to the GOLDEN GATE of business owner appointments.

Brett Kitchen is the author and founder of Safe Money Millionaire Advisor System. With over a decade of insurance marketing expertise focused on business owners, Brett has developed real world systems to create virtually unlimited amounts of appointments with affluent business owners. His mission now is to help people get on the path to becoming Safe Money Millionaires using insurance products.

Sid Walker

Sid Walker

Selling Without Wrestling - How to have a 90% closing ratio and an abundance of quality affluent referrals without being pushy or controlling

You will learn how to:

  • Tap into the psychology that gets affluent clients to choose you as an advisor.
  • Promote to the affluent without being pushy or aggressive.
  • Create a mindset that attracts affluent clients.
  • Attract affluent clients (even if you are not affluent.li>
  • The secret to more referrals to affluent prospects.

Sid is a champion of the consultative, relationship-building style of selling and self-promotion. His battle-cry is: “Your main job today is to help the client make informed decisions that feel right to the client!

Sid has successfully coached over 2,500 financial services reps including hundreds of the top people in the business.

Sid is the founder of the Selling Without Wrestling Society, author of six books on topics including: interviewing to get more client commitment, how to develop the confidence to prospect for bigger clients, overcoming call reluctance and the fear of self-promotion, and how to “get on a roll” and “stay on a roll” selling financial services.

Dr. Topher Morrison

Dr. Topher Morrison

How to Master the Art of Speaking to Attract all of the Affluent Clients you Desire

You will learn how to:

  • Master Presentations for 2 or 2000 affluent prospects or clients.
  • Increase your persuasive powers.
  • Utilize Topher's secret psychological weapon.
  • Script presentation's that get affluent prospects to take action.
  • Leverage your time, when marketing to the affluent.

With over 20 years of experience in human development Dr. Topher Morrison has acquired the skills to proficiently teach the keys and specific steps to create wealth through professional speaking. Topher is able to make a connection to affluent clients on various levels and help them acquire the tools to make changes and results that will last a lifetime.

Dr. Topher Morrison is the author of the best-selling book, "Stop Chasing Perfection and Settle for Excellence." He has also been featured in two hit movies, "The Compass" and "Riches."

He is an expert on selling, scripting, presenting, and connecting to the Affluent on and off the stage.

Bruce Wright

Bruce Wright

What you must do NOW to capitalize on the Perfect Storm, and attract all the affluent clients you desire.

You will learn:

  • The unusual thinking and skill sets to become the primary advisor to affluent, discerning clients
  • How to capitalize on the mistakes banks are making
  • What the mega-wealthy need from their advisor (this can double or triple your market share)
  • How to incorporate the macro approach (this is the key to attracting affluent clients

Bruce R. Wright is chairman and founder of The Wright Company. He is the author of The Wright Exit Strategy: Wealth, How to Create It, Keep It, and Use It and Macro Strategic Planning® Your Life and Business. For over 20 years, Mr. Wright has been meeting the macro life, business and wealth management needs of discerning, affluent individuals and families. From 1985 through 1989, Mr. Wright was a managing partner for a registered investment advisory firm. Later, as founder of Macro Strategic Design Inc., he began consulting with discerning clients in their individual and family Macro Strategic Planning® needs strictly on a ‘uniquely value added’ fee only basis.

Wayne Kelly

Wayne Kelly

Radio and Podcast Tips to Attract Affluent Clients

You will learn:

  • How to create your own celebrity status.
  • What the media wants, and how to deliver it.
  • The biggest mistakes people make approaching the media
  • How to leverage your interviews and get more coverage.
  • The best way to showcase your media experience to your affluent clients.
  • How you can get media exposure to affluent clients.

Wayne Kelly is a Morning Radio host and founder of On-Air Publicity, a media coaching publicity business.

He's won numerous awards for the Wayne and Jayne Radio show in BC Canada including a Canadian Association of Broadcasters special Gold Ribbon, The only one ever given out in Canada, for his live broadcast from Ground Zero in November 2001.

He's interviewed everyone from Celebrities and CEO's to UFO experts and Singing Psychics. His media coaching clients are from all over the world including, USA, Canada, UK, New Zealand, Australia, Spain, France, North Africa, and more.

Anne Loehr

Anne Loehr

Retaining Affluent Clients From Generation to Generation

You will learn how to:

  • Improve net new assets.
  • Maintain AUM.
  • Understand each generation’s affluent financial psyche.
  • Communicate effectively with each generation.
  • Diversify your book.
  • Build effective, successful generationally diverse teams in your office.
  • Understand the affluent demographic landscape of the future
  • Named the “Generational Guru” by The Washington Post, Anne Loehr’s insights into effectively leveraging the four generations gives her clients a leading edge.
  • Anne’s work has been featured in On Wall Street, Newsweek International, The Washington Post, CNN Money and Producers eSource. A member of the prestigious National Speakers Association, Anne speaks regularly at national conferences and on the radio.
  • American Management Association published Anne’s award-winning book, A Manager’s Guide to Coaching. Career Press will publish her generational book, Managing the Unmanageable, in spring 2011.
  • Maribeth Kuzmeski

    Maribeth Kuzmeski

    The 5 Best Strategies of All Times for Attracting Affluent Clients

    You will learn:

    • Why traditional "Client Appreciation Dinners" do not work with the affuent and what you need to do to make your client events a huge success.
    • The "Don't Miss the Boat" affluent client strategy.
    • The 5-5-5-20 affluent client strategy.
    • The "Referral Strategy" that works with affluent clients.
    • Why your online reputation is so important in working with affluent clients.

    Maribeth Kuzmeski, MBA is author of The Connectors: How the World’s Most Successful Businesspeople Build Relationships & And the Clients Went Wild (Wiley). Creating strong business relationships has been the focus of Kuzmeski’s business and career. Her book, The Connectors, is packed full of tools and techniques aimed at helping readers develop better, more profitable connections—tools and techniques proven effective by some of the world’s most successful professionals.

    Don Wilkinson

    Don Wilkinson

    Insider Secrets of a Multi-Family Office Business

    You will learn:

    • Why you must create a family office if you work with affluent clients.
    • The secrets of marketing your family office.
    • Why family offices are the best kept secret and biggest opportunity for advisors.
    • The best way to monetize the services of your family office.
    • Why having a relationship manager is critical to getting buy-in from the wives of affluent male clients.
    • Where to market your family office to attract your ideal affluent clients - guaranteed!

    Don is the founder of Family Office Consulting, LLC. His business career began 30 years ago serving as a corporate asset manager for a Fortune 500 company and he is one of the foremost authorities on family offices.

    He is the author of “Stop Wasting Your Wealth in Mutual Funds, Separately Managed Accounts, the Smart Alternative.” He writes for numerous financial magazines and is popular on TV/Radio talk shows at the local and national levels. He is listed in “Who’s Who of California” and lives in Newport Beach.

    Jill Lublin

    Jill Lublin

    Get Noticed - Get Publicity with Affluent Clients NOW!

    You will learn:

    • How to use publicity to attract more Affluent Clients.
    • The simple formula for constructing your message.
    • Why your message is so critical for attracting affluent clients.
    • How to create the special sauce for your message.
    • The easy steps to start getting publicity immediately.
    • How to write up PR announcements.
    • Why YOU must be the expert

    With more than 200 speaking engagements across the globe each year, master publicity strategist, Jill Lublin, consistently wows audiences across the world – with her highly entertaining, interactive keynotes, seminars, and special programs on how to be influential and gain the attention of the media.

    Jill is the author of the bestselling book, Get Noticed…Get Referrals (McGraw-Hill). She is the coauthor of two other national bestselling books, Networking Magic and Guerilla Publicity

    Jill hosts the TV program, Messages of Hope, and the nationally syndicated radio show, Do the Dream. She has also been featured in The New York Times, Inc. Magazine, Women’s Day, Fortune Small Business, and Entrepreneur Magazine, and on ABC, NBC, and CBS, radio, and TV nationwide.

    Tom Guzzardo

    Tom Guzzardo

    Building Affluent Client Centers of Influence and Partners for Life

    You will learn how to:

    • Successfully build a center of influence base, so you can attract all the affluent clients you desire.
    • Create a five-step game plan process for attracting your ideal affluent client referrals.
    • Set up a fast start center of influence action plan.
    • Identify & implement social events that get results.
    • Create a "hi-touch client service" program.
  • Tom Guzzardo is a trained psychotherapist and has achieved amazing results with advisors and entrepreneurs desiring to get to the next level. He is a CNN News and Fortune Magazine recognized leader for innovating leadership and sales coaching.
  • Tom is the co-author of "Wholehearted Success" and "Success is a Team Effort." He is also a member of the National Speakers Association and American Society of Training & Development.
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