A proprietary research methodology to help advisors get more referrals, meetings and introductions
High impact solutions to help you strategize on, revise and enhance your approach towards increasing your visibility and business development methodology.
Email Campaign Strategies
How can you get in front of individuals you hear or read about who have immense wealth? As you may have read, our founder and CEO acquired the majority of her high net worth clients through her unique email writing strategies. We can help you craft the right language through better research on the prospect and entry points to them. Just let us help! Price: $699
Meeting with a Center of Influence
You would like to set up a meeting with a center of influence (a lawyer, an accountant, a real estate agent, and insurance broker, etc). How can you bring them to your side and collaborate, when you know that these folks are being wined and dined by dozens of other advisors on a monthly basis? There are specific methods and strategies you can use to improve your chances. Price: $599
How can you get in front of a target market when you have never had success penetrating it in the past? Let us reduce your cost of experimentation by setting up a call for you with one of our strategic partners who are themselves prominent members of these industries. These segments include: Real estate developers, Hedge fund managers, Private equity and venture capital managers, Divorcees, Single family office investment managers, Surgeons and Dentists. Price: $2,500