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Top financial professionals' best methods for attracting affluent clients

The Affluent Mindset

Research from Oechsli found that financial professionals who successfully acquire affluent clients engage in similar activities. By learning these activities, you’ll develop the necessary skills to master the “art form” of affluent sales.

 

Learn:

  • How to—and how not to—get a personal introduction to affluent clients
  • Find out why intimate client events are so effective for acquiring affluent clients, then learn a script that gets them to attend
  • Learn Oechsli's proven mix of activities that bring in affluent clients

 

 

 

 

Resource icon Resources for Financial Professionals

Workbook

Click here to order materials >

Next Steps

1 Download The Affluent Mindset workbook
2 Identify how many affluent clients you acquired in the last year and compare your results to the results on page 3 of the workbook 
3 Source 5 names for personal introductions as outlined on page 9 of the workbook
More on Affluent Client Acquisition

Better Prospecting
Getting Personal Introductions to Affluent Prospects
Personal introductions an effective way to gain affluent clients with more that $1 million, according to research from Oechsli. Let’s explore the value of personal introductions and how you can get them.
Better Prospecting
Affluent Prospecting with Intimate Client Events
The most rewarding client experiences often don’t occur in your office.
Better Prospecting
How to Acquire Affluent Clients While Socializing
It's not as easy as just talking to people. When socializing with affluent prospects, follow this process.
Better Prospecting
Multiply the Number of Prospects in Your Pipeline Using the Seven Spheres of Influence
Stuck in a prospecting rut? With this approach, qualified prospects are closer than you think.

 

Oechsli is not an affiliate or subsidiary of Hartford Funds.

 

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