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Why Attend the Wealth Detector Workshop?
Without more prospects, who will you showcase your amazing platform to? Without more names in your pipeline, how will you grow your practice? What will be the consequences to you and your team if you don't grow? Is waiting around for referrals from clients and centers of influence a predictable growth methodology to hang your hat on? If you don't have clear answers to these questions, then you need to attend one of our upcoming workshops or call us for solutions!
What you will gain:
Real time practices to convert an actual name into a warm prospect, and then into a meeting. Differentiate yourself from the other 2,000,000 financial advisors throughout the nation through email writing strategies
Best practices in speaking with prospective clients at galas, First Class airplane rides, at the gym, or just about anywhere else through role plays, group exercises, and video content. Also learn the steps of quickly qualifying any prospects.
Our proprietary research methodology (Referralytics™) to get a meeting with prospective investors, get clients to open up their network, and increase the trajectory of getting meetings and introductions to your target client.
Upcoming Wealth Detector Workshop Date
☞ April 26th, 2018 from 9am to 4pm
Newport Beach, CA
Your Trainer and Coach
Your lead trainer and coach will be our founder and CEO, Amy Parvaneh, who earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO. Ms. Parvaneh also has multiple years of experience working in investment banking and equity research at Citigroup and Bear Stearns, has an MBA from Duke University, and has been a faculty professor at Pepperdine University, teaching about the wealth management industry.
She has been featured in the Kitces podcast, Barron's, InvestmentNews, WSJ, and much much more.
For more information on Amy, please click here!
What you will gain and take away:
Worksheets and manuals to take back to your business and utilize on a daily, weekly and monthly basis to constantly generate new leads and opportunities for your practice
Your team's new messaging and branding, through our exercises and discussions
Becoming a Wealth Detector to source billionaires, the millionaire next door, and unannounced M&A activity
Getting to large pockets of wealth
Learning what HNW individuals are looking for in strategies and managers
Working with Foundations & Endowments, large corporate executives, vendor lists
Becoming a better storyteller to describe your value proposition
Stepping outside your comfort zone
Finding leads in your every day life
Handling prospect objections to expedite the closing process
Time management strategies around business development
Email writing and researching strategies to get meetings with prospects
Proven email writing strategies and techniques that you can utilize to get in front of ultra high net worth investors
Expediting the process of working with COI’s The best type of COI's