Cracking the Code of the Sudden Wealth Client

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Podcast: Play in new window | Download

Subscribe: Email | RSS

Does your website say this: I help affluent individuals and families, business owners, and people who have suddenly come into wealth.

Sounds like a good line, right?

But are you really a specialist in helping people through change? Are you really? Have you studied it?

Do you really understand the psychology of the suddenly rich person?

Change is uncomfortable, confusing, and needing to be managed whether or not it’s a good thing.

In this show with Susan Bradley, Founder of the Financial Transitionist Institute, you will learn about the stages of transition and what you need to do to get into the mind of the sudden wealth client.

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

RELATED POSTS
Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More »
June 8, 2018
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

Read More »
June 8, 2018

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me

Linkedin Twitter Youtube
Become A Member

Privacy and Terms | View Products | View Cart