Wealth Market Reports

Preferred Sales Approach: Capturing the Wealthy Investor

Wanting wealthier clients is a no-brainer for advisors. But advisors can use guidance in finding wealthy clients. Rather than attending golf clubs or charity soirees, advisors can use the experiences of wealthy investors to determine the best way to identify similar future clients.

Preferred Sales Approach: Capturing the Wealthy Investor allows wealthy investors to explain how their advisor relationship started, and which issues have most impacted their relationship. 

It answers questions such as: 

  • Why did they select the advisor they are working with currently? 
  • What is the best method for an advisor to use when trying to earn their business?
  • How did they meet their advisor?  What is the most ideal way for an advisor to be introduced to them? 
  • and much more...

For more information Preferred Sales Approach, please contact Randy Wostratzky at 224.544.5195 or Kathy Dordick at 224.544.5346.