Using advisory board meetings to inspire introductions from your best clients, centers of influence and prospects

Using the 5 W's to Market to Your HNW Clients and Steps for Implementation

Are you getting the marketing results you want? Do you continue to chase shiny “marketing” objects and not getting introductions/referrals?

‍Are you holding HNW client events and no one is"bringing-a-friend?"

A hot debate. Do HNW women prefer to work with male or female advisors?

Growing with HNW women clients is not a fad, niché or segment. It’s a target market and opportunity to grow your practice!