Financial providers seek wealthy investors as client, however they can use guidance in finding and converting these wealthy individuals. 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...

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