We believe one of the most important yet overlooked aspects of winning high net worth clients is putting together a pitch that creates trust, confidence, and comfort. Drawing on our experience of meeting with high net worth clients for over 35 years, we’ve compiled this guide to help you:
- Know your prospect
- Understand the mindset of high net worth investors when they’re evaluating you as their potential advisor
- Prepare for the pitch
- Consider questions to ask and steps to take prior to the meeting
- Deliver on the meeting
- Discover helpful ways to instill a feeling of comfort and trust
- Communicate your value
- Position yourself as an independent advisor to help differentiate from the competition
- Communicate after the meeting
- Learn follow-up best practices and how to close the deal
Fill out the form and download the guide today to help create better high net worth client pitches.
