[NEW] On-Demand Webinar


MASTERING AFFLUENCE
Proven Strategies To Attract, Win, and Retain High-Value Clients

The high-net-worth (HNW) market is ripe with opportunity—72% of affluent individuals are either unadvised or open to changing advisors.* But landing these clients requires more than luck; it demands a marketing approach tailored to their unique needs.

In this webinar, discover the proven tactics that have empowered over 10,000 advisors to collectively attract over $1 trillion in assets.

Register to access the webinar now!

What's Covered In The Webinar👇


  • Real HNW Client Results

    How one advisor secured a $17MM client (bringing in $150k/year for his firm) using this exact marketing system

  • Actionable Strategies for HNW Client

    Clear, data-driven strategies for effectively engaging affluent clients

  • HNW Marketing Inspiration & Ideas

    The specific topics, campaigns, and designs that captivate HNW investors

  • Tried & True Methods

    This session isn’t about theories—it’s about proven methods top advisor are using to dominate this competitive market.

  • Robert Sofia

    CEO, Snappy Kraken

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