Lever One:
Clarity Of Intention
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