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How to reach HNW individuals through the top sales training program for RIAs

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Listen to my podcast interview with Michael Kitces.

Michael’s recap on what you will learn from the interview:

  • How Amy brought $50M of ultra-high-net-worth AUM in just 18 months despite starting at the age of 26. [2:38]

  • The creative ways Amy has found high net worth individuals and approached them for a first meeting. [13:27]

  • Why “Telling Isn’t Selling” and how to structure your pitch to prospective clients around solutions, not just your capabilities. [15:44]

  • How to make things easier for a referrer by offering specific people or criteria, instead of broad requests for referrals. [20:45]

  • Why Amy chose wealth management instead of trading or investment banking when she arrived at Goldman. [31:23]

  • A methodology for getting in front of specific people through strategic networking, and warming up leads before reaching out. [34:39]

  • The research methodology around identifying high-net-worth prospects that Amy uses. [40:47]

  • How important it is to have a strong digital presence to make a great first impression. [59:53]

Full Interview Here!

Contact us to learn why we are the top sales training program for:

  • RIAs

  • Wirehouse Advisors

  • Wealth Managers

  • Accountants

  • Attorneys

Contact us to learn a bit about the areas of training we focus on and our sample curriculum topics.

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