Course Description
Want more wealthy clients faster? Our
Art of Selling to the Affluent is pure gold for anyone targeting the affluent!
Based upon our numerous research projects on the affluent, we have been able to determine, with statistical significance, how the affluent make major purchase decisions, the criteria they use in selecting a financial advisor, what they look for in a personal banking relationship, and much more!
By using our proven step-by-step system, you will learn the secrets of
attracting,
servicing, and
retaining wealthy clients such as:
- The “12 Commandments of Affluent Selling”
- The do's and don'ts of initial contact
- Grab the attention of wealthy potential clients
- Tap into how the affluent think about and make purchasing decisions
- Create the right sales environment for attracting high-dollar clients
- Approach wealthy prospects with confidence
- Build long-term client relationships
- Use the Internet to connect with your ideal client
- Provide high-end service cheaply and efficiently
- Critical service issues
You receive- The Art of Selling to the Affluent hardcover book
- Recorded version of our popular seminar (4 DVDs)
- Seminar Workbook
- 101 Serious Money Selling Tips book
Testimonials for The Art of Selling to the Affluent"If you work with the affluent, you will most certainly benefit from Matt's work. This book is a must-read!"
~ Ray Scalfani, Managing Director, AllianceBernstein
"Matt has done it again. His combination of research with practical how-to's has created a must-read book for anyone working with the affluent."
~ Steve Binder, Regional President, Wachovia Securities
"Specific, thoughtful, supported with evidence and practical. It deserves to be read and reread by salespeople targeting the affluent."
~ George W. Dudley, scientist/author. Co-author of
The Psychology of Sales Call Reluctance: Earning What You're Worth in Sales"Oechsli's book is an ideal road map if you want to reach the affluent and become affluent...I highly recommend it."
~ Rich Santos, Group Publisher, Primedia Business Magazines & Media
"Nobody knows more about the affluent market than Matt Oechsli. His research is impeccable, and his strategies are real-world. They work!"
~ Bill Cates, President, Referral Coach International