EVENTS

BUILDING A PIPELINE OF NEW HIGH-QUALITY CLIENTS

THE THREE ACCELERATORS OF ELITE WEALTH MANAGERS
January 21, 2021 at 1:00 p.m. PT/4:00 p.m. ET

You need a consistent source of wealthy prospective clients to grow your business to the level you want. Our research shows that while most of a practice’s new clients come from client referrals, the best new clients come from centers of influence in an advisor’s professional network. When you build a pipeline of these highly qualified referrals, you will accelerate your success faster than you ever thought possible by serving fewer, wealthier clients exceptionally well.

Our live video webcast will show you how today’s top advisors, who consistently earn net incomes of more than $1 million each year, generate a steady stream of pre-qualified, pre-endorsed affluent clients.

When you take part in this video webcast, you will receive a free digital copy of our book, The Wealthy Client Pipeline, which gives you a proven road map for building your own steady stream of qualified affluent prospective clients from your centers of influence.