Lever One:

Clarity Of Intention

Strategy 1: Succeed On Purpose

  • Succeed on Purpose

  • Purpose, Vision, Focus

Strategy 2: Implement

Wealth Management

  • Implement Wealth Management

  • The Affluent Market

  • Nine High-Net-Worth Personalities

  • The 5 Key Financial Concerns of The Affluent

  • The 6 C's of Client Loyalty

  • The 4 Business Models

  • Wealth Management Formula

Strategy 3: Working With The Right Affluent Clients

  • Work With The Right Affluent Clients

  • Tools for Strategy

  • Design Your Client Avatar

  • Define Your Ideal Client Profile

  • The Value of Working in a Niche

  • What Makes a Niche Effective

  • Three Questions for Identifying Your Niche

  • Research Your Niche: Interviews With Influencers

  • Research Your Niche: Background Intelligence

  • Segment Your Existing Clients

  • Releasing Inappropriate Clients

  • Success Factors for Effective Client Release

Boston, MA:

636 Great Road,

Stow, MA 01775


Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144


Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367



Tel. 818-888-4646

Fax. 818-888-4647

Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

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This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.