Financial Advisor Marketing: Marketing to Affluent Clients with Bruce Wright
Recently, I interviewed financial advisor marketing expert, Bruce Wright for this years Affluent Summit. His topic: What You must do NOW to Capitalize on the Perfect Storm and Attract all the Affluent Clients You Desire!
To listen for free to this interview, go to Bruce Wright Interview.
Bruce shares insight that can help any advisor (or other business for that matter) succeed in their financial advisor marketing and retaining wealthy clients. He also shares specific opportunities that the vast majority of financial planners and advisors are missing in their efforts to tap into the high net worth market. He identifies opportunities for marketing to and converting the mega wealthy market as the “perfect storm.” He shares insight to the mistakes banks and lenders are making in their practices that open the doors for financial advisors wanting to tap into the wealthy market. He is on the mark when he shares that it is unlikely financial advisors will ever see another opportunity as large as the current one.
Bruce shares insight on how to relate to wealthy prospects and what financial advisors must do (not just money management) to retain them for life. He also provides valuable information regarding how high net worth clients are being under served as well as the huge mistakes banks and large financial institutions are making that are leaving opportunities wide open for financial advisors specifically their lack of communication and poor decision making. These missed opportunities are a gold mine for financial advisors wanting to attract and retain high net worth clients.
He provides insight on the macro approach for advisors to include in their financial advisor marketing plan. These strategies will help you tap into the high net worth market. He also shares why the financial advisors, who are focusing only on the micro approach, will likely fail when it comes to the high net worth market niche (which is the vast majority of financial advisors).
Like it or not, Bruce Wright says it like it is.
His expertise is first hand as he works intimately with the ultra wealthy and the advisors that serve them. He provides secrets for marketing to the affluent that you can only learn by being in the trenches- which is why the majority of financial advisors are not attracting and retaining the affluent clients they desire!
The Financial Advisor Marketing Strategies he shares provide the basis for attracting all the high net worth clients you desire- Guaranteed!
This is a must listen to interview. To access this and other interviews for free go to Affluent Summit!
Superb blog post, I have book marked this internet site so ideally I’ll see much more on this subject in the foreseeable future!