Captivating the Wealthy Investor

Specialized Topics

Advisors' Comments about our seminars

How to Book Seminars

Seminar Topics

Perceptive Business Solutions has developed a series of incisive topics related to marketing to High Net Worth individuals.

These topics have been grouped into the following categories:

• Captivating the Wealthy Investor (core topics)
  • Identifying the "Invisible Rich" and the people who influence them
  • Where to meet and socialize with wealthy individuals
  • Talking with wealthy people and getting them to like you
  • Transforming wealthy friends into clients
• Specialized Topics
  • Client Acquisition
  • Proactive Daily Prospecting Strategies
  • Financial Planning/Managed Money Process
  • Time Management

Seminars include Presentations. Action Plans, One-on-One sessions with individual Financial Advisors or teams, and follow-up conference calls. Please call or e-mail for more information.