Dear Future Financial Planner,
Have you ever wondered why some advisors do extremely well in this career and attain massively high income and personal achievements in just a few years while others have stagnated income for a very long period of time no matter how hard they try?
The key might just lies in these advisors realised they have to eventually sell insurance to richer clients and present larger cases.
Over the years, I realised that many advisors want to know how to get started selling insurance to richer clients but most of them don’t know how and when they should get started.
In fact, selling higher networth clients insurance requires more patience and a different set of skills than most traditional selling.
Having spent the last 21 years in this industry, closing multiple giant cases in the financial planning world, I have invented a set of strategies and a blueprint to teach advisors how to step-by-step find richer clients and what to say EXACTLY to get them excited to hear more about insurance from you.
That is why I’ve decided to organize High-Net-Worth Prospecting 2023, a 3 hour online workshop to show you everything I know on how to prospect wealthier clients.
My intention is to show you how you can potentially open up a new market in 2023 if you have never done it before especially in a volatile market like this year.
I also want to show you step by step on how to subtly adapt and reposition yourself from a “needy” advisor to a “branded” advisor so that you’re ready to work with richer clients.
I will personally reveal my prospecting strategies that I have accumulated through many years of experience in the field.
If this sounds interesting to you, I would like to invite you to join me and many of my mentees at the High Net Worth Prospecting 2023.
*Note: All Information shared is for financial advisors ONLY. If you're not an advisor, please do not join this session.*