Cracking the Code of the Sudden Wealth Client

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

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

Sara Grillo - Messy Paint - Marketing Strategy
Financial Advisor Marketing

From Chaotic Picasso to Marketing Masterpiece

His works were beautiful collages, so powerful that they brought to life an entire genre, a new idea that hadn’t existed in the world as a real concept until he made it so. While Picasso didn’t attend marketing conferences with titles such as “Brand Ambassador” on his name tag, we can all take a lesson from his success in marketing his product.

Read More »
Marketing for financial advisors is soooo hard!
Financial Advisor Marketing

Marketing for financial advisors is hard!

With a little bit of creativity, which to be blunt is the last thing on any financial advisor’s mind given all the stress they’re under, you can refocus the lens through which the world sees you. Here are some market-beating social media strategies that are a core holding for all financial advisor and financial planner marketing portfolios.

Read More »