Following a recent presentation in Chicago on Five Unstoppable Affluent Trends, time was allotted for Q & A and discussion. This was a free-flowing conversation with a group of top Wealth Advisors from the Midwest.<\/p>\n\n\n\n
Trend #2, which was \u201cThe affluent are willing to work with friends\u201d, took the discussion down an interesting path. It quickly became apparent that these top wealth advisors recognized they were, at best, rusty in the art of selling to the affluent. We had an animated discussion about conducting business in affluent social circles. The common thought was that it was considered \u201cpoor form\u201d to pitch your services in affluent circles.<\/p>\n\n\n\n
While business is often conducted in affluent social circles, it must be done carefully in order to not come off as \u201csalesy.\u201d This requires confidence, sincerity, and above all else, high-quality relationships.<\/p>\n\n\n\n
Here are 5 simple steps you can follow to help you successfully prospect to the affluent:<\/p>\n\n\n\n
The key takeaway \u2013 don\u2019t let antiquated sales skills or a fear of being seen as “salesy” hold you back in today\u2019s affluent circles. The stars have been aligned for a good while, yet only a small percentage of advisors are capitalizing.<\/p>\n\n\n\n
Practice, develop, and hone these skills. The affluent have given us the gift of wanting us to mix business with pleasure. It\u2019s within these affluent circles that you build trust and uncover opportunities. Personal interaction is still highly valued; the more we become digitized, the more we crave personal interaction with people we like and trust. Following a recent presentation in Chicago on Five Unstoppable Affluent Trends, time was allotted for Q & A and discussion. This was a free-flowing conversation with a group of top Wealth Advisors from the Midwest. Trend #2, which was \u201cThe affluent are willing to work with friends\u201d, took the discussion down an interesting path. It […]<\/p>\n","protected":false},"author":799,"featured_media":84024,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/posts\/84021"}],"collection":[{"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/users\/799"}],"replies":[{"embeddable":true,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/comments?post=84021"}],"version-history":[{"count":4,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/posts\/84021\/revisions"}],"predecessor-version":[{"id":91331,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/posts\/84021\/revisions\/91331"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/media\/84024"}],"wp:attachment":[{"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/media?parent=84021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/categories?post=84021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oechsli.com\/wp-json\/wp\/v2\/tags?post=84021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Want to grab a copy of our latest report “5 Marketing Trends for Financial Advisors”? Grab a copy here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"