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Prospecting
the
High Net-Worth Market
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Over
the last several years, Tony Prudhomme has doubled
his business, converted to fees, and works a four-day
week.
On
this call Tony and Bill discuss prospecting the
high net-worth market, especially with direct
mail. With the right message and the right systems
in place, you can effectively prospect this elusive
marketplace. And you don’t have to wait
for a referral to do it! |
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Barbara
has over 17 years of experience in the financial
services and consulting industry. She currently
serves as Vice President and Financial Advisor
at Morgan Stanley.
Barbara
discusses the ways she has been able to organize
her seminar marketing, and the ways she has gotten
her name and face in front of more people to push
herself away from the pack. |
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A
few years ago, David decided to re-create his
business by redefining who he wanted to have as
clients, and set out to find them.
Dave
performed this overhaul in 1997. He finished what
he called a “dog year” with a mere
$162K. In 1998, he bought the System and pushed
his revenue to $459K. As the System kicked in,
he roared off to $750K. He finished 2002 at well
over $1M.
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Legal Info
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