Affluent Psychology 101: The Nine Types of Wealthy Clients - Episode 15 скачать в хорошем качестве

Affluent Psychology 101: The Nine Types of Wealthy Clients - Episode 15

Did you know affluent investors have multiple personalities? Check out the nine HNW personality types that every financial advisor needs to understand to serve the wealthy and score big. Build a great business—and a great life! FINANCIAL ADVISORS—TAKE ACTION: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv Let’s connect on ... ----------------------- Our Blog: https://bit.ly/2NzSKKh Facebook: https://bit.ly/2BATPPB Twitter: https://bit.ly/3hZXY07 LinkedIn: https://bit.ly/3i4kxAA ----------------------- How would you like to segment the affluent to know which ones you are going to connect with and serve extremely well—and which ones aren’t the right fit? If you knew how to do that, you could: • Figure out very quickly if a high-net-worth prospect sitting across from you is one you should take on as a client. • Streamline your client acquisition process. • Spend more time serving only those ideal clients who are best for your business and your skills. That’s exactly what can happen—if you know the nine high-net-worth personality types of affluent individuals. By understanding how specific types of affluent investors are different in terms of their needs and their psychology, you will communicate better, obtain more qualified introductions and acquire more assets to manage. The upshot: High-net-worth psychology can underpin every part of your success in your work with affluent clients. In the video above, you’ll discover the key traits of the nine major high-net-worth personalities: 1. The Family Steward 2. The Investment Phobic 3. The Independent 4. The Anonymous 5. The Mogul 6. The VIP 7. The Accumulator 8. The Gambler 9. The Innovator When you understand all the HNW personality types, you’ll have a clearer sense of which types of affluent investors you want to focus on—the ones you would most enjoy working with and those to whom you can bring the most value. By building your business around the specific affluent investors who are right for you, you’ll put yourself in a better position to succeed than you will by trying to be all things to all people. So check out the latest episode, and leave a comment below. How are your efforts to serve the right types of clients for your business going? Do you understand how your affluent clients differ from each other in ways that could be very important to your future success? Let me know! John Bowen Don’t forget to share this business-building advice with your team and others so they can gain key insights, too:    • Affluent Psychology 101: The Nine Typ...   ===================== ABOUT JOHN BOWEN ===================== John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 19 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones. Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 21 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. During this time frame, Assante more than tripled its assets under management to more than $25 billion. Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including The Elite Wealth Manager: Delivering Exceptional Value, Achieving Exceptional Success; Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices; The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants; and Breaking Through: Building a World-Class Wealth Management Business. Take the next step: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv What we do and who we are Partnering with you to accelerate your success is what we do. Helping you build an amazing life of significance is who we are. What we believe We believe you can build an amazing life of significance by serving fewer, wealthier clients extremely well. We also believe you can do it faster and with less effort than you ever thought possible.