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