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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

  • Leadership development programs for RIAs and financial firms (including CPAs)

In the interview, I also delve into how leadership development programs specifically designed for financial professionals can transform your practice. I share my insights on how executive coaching can enhance leadership skills, helping you and your team navigate the complexities of our industry. Investing in these programs is not just about personal growth but about fostering a culture of excellence within your firm.

I discuss the importance of continuous professional development and the benefits of tailored consulting services. By embracing leadership training, you can improve team dynamics, drive better client outcomes, and stay ahead in the competitive financial landscape. My approach integrates practical strategies that can make a real difference in how you lead and succeed in this industry.

If you're curious about how our leadership programs can benefit your firm, I invite you to reach out. I’m excited to share how our tailored training and consulting services can help you and your team excel. Explore our offerings and discover how we can support your growth and success in the financial world.

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

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Contact us if any of these are on top of my mind for you and your firm:

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Or if you have any of these questions:

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Amy Parvaneh