Lesson 2 - Profile of The High Net Worth Investor
We all know that High Net Worth individuals are the lifeblood of your advisory practice. This unit was designed to give you a true understanding of the HNWI, what they care about, what makes them tick and how you can attract them as clients.
What Do We Know - Part II
This video gives you a look at how the High Net Worth Investors created their wealth. We identify what is important to them and how you, the advisor, can speak a language they are familiar with in order to attract them as clients.
Competition to attract the High Net Worth Investor is at an all time high. In this video, we paint a realistic picture of your competitive landscape.
How to Differentiate
With all of the pressures from competition and technology, it is more important than ever to differentiate your firm's value.
What Do We Know - Part I
In this video, we will take a look at what you need to know and understand about the High Net Worth Investor. We will dive into their personas so that you can gain a deeper knowledge of how they think.
Firm's Client Pyramid - Part II
Now, let's take a look at the client pyramid. In this section, we look at the ratio of profit to revenue with your clients and illustrate why the High Net Worth Investor is so important to your growth.
Branding & Credibility
How do you build credibility and make a name for your brand?
By now, you should have a strong understanding of how a High Net Worth Investor thinks and acts.