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Prospecting the
High Net-Worth Market
 

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!


 

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.


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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