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What Lexus can teach you about winning million dollar clients

In this talk, Dan outlines how advisors are winning multi-million dollar clients at a time when competition for affluent clients has never been more fierce. Some of the success stories he covers:

  • Realigning your value proposition to HNW needs
  • Becoming the safe choice in your target community
  • Position yourself for introductions
  • Get inside HNW social circles
  • Identify affluent client hot buttons
  • Get past ‘blah blah blah’ to tell your story

Well thought out and insightful
“A well thought out and insightful presentation to our Chairman’s Club qualifiers ….great response to your single-minded focus on what it takes to bring new clients on board.”
HSBC Securities
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Top rating
“Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”
Manulife Financial
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Fabulous talk
“A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days”
RBC Asset Management
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