Lever Two:

World Class Client Experience

Strategy 4:

Articulate Your Value Promise

  • Overview

  • Your Value Promise

  • Your Personal Story

Strategy 5: Nail The Wealthy Client Experience

  • Overview

  • Tools: Nail The Wealthy Client Experience

  • The Total Client Profile

  • Introduction to The Client Meetings

  • Discovery Meeting, Pt. 1

  • Discovery Meeting, Pt. 2

  • Discovery Meeting, Pt 3

  • Investment Plan Meeting

  • Mutual Commitment Meeting

  • 45-Day Follow Up Meeting

  • Regular Progress Meeting

  • Rediscovery Process

  • Key Success Factors in Asset Capture

  • Second Opinion Service: Making The Offer

  • Second Opinion Service: Following Up Effectively

Strategy 6: Build & Mange Your Professional Network

  • Overview

  • Tools for Strategy: Build & Manage Your Professional Network

  • Why You Need a Professional Network

  • The Right Professionals for Your Network

  • Define Ideal Professional Network Member

  • Identifying Candidates

  • Advisor: Discovery Meeting

  • Selecting The Right Professionals

  • The Professional Network Meeting

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.