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One Day Workshop: Wealth Boom: Solutions for Serving Your High Net Worth Clients
And Increasing Your Revenues and Income without Increasing Costs
Presented by Lewis Schiff, principal of Advanced Planning Group and author of the forthcoming book, The Middle-Class Millionaire.
Topics Covered In This One-Day Workshop Include:
- The Middle-Class Millionaire: Exclusive Research
- How to Profit from the Coming "Wealth Boom"
- Using the Whole Client Model to Find Opportunities
- Presenting Yourself to Clients as a "Problem Solver"
- Finding, Evaluating and Working with HNW Specialists
- HNW Client Managment and Presentations
- HNW Markting and Communications Strategies
- Compensation Models and Best Practices
Participants Will Leave With:
- A Plan to Increase Revenues without Increasing Costs
- An Actionable Client Segmentation Model
- Hands-on Practice and Templates to use Advanced Discovery Method, The Whole Client Model
- Access to a Rolodex of HNW Specialists in Advanced Estate Planning, Insurance, Credit, Art and More
- Step-By-Step Plans for Approaching Your Top Clients Based on Their Whole Client Model
- Compensation Models Customized to Your Practice and Projections for Next 24 to 36 Months
- A Turnkey Support Team to Help You Put Your PLan into Action Right Away
Additional Free Gifts for Participants
- EXCLUSIVE REPORT: The Five Client Solution: How to Increase Revenues, Not Costs by Lewis Schiff
- A $50 VALUE: Inside the Family Office by Russ Alan Prince and Hannah Shaw Grove
- A $525 VALUE: Fortune's Fortress by Russ Alan Prince and Arthur Bavelas
- LIFETIME ACCESS: First Time Research Release: Receive up-to-the-minute insights on the high-net-worth. A $1,500 Value.
The One-Day Course Is Currently Offered on the Following Dates:
The Advanced Planning Group is holding private seminars during the spring of 2008.
Workshops for open registration will resume summer 2008.
For more information, call our helpful staff at (800) 603-0144 or send email to info@advancedplanning.org.
FEE: The fee for this one-day course is $395 per person. Payment is required in advance. This includes all books. Groups of three or more receive a 20% discount. Bonus post-workshop session. Ask about the 100% rebate offer on your fee.
REGISTRATION: Early registration is suggested. Spots fill up quickly and space is limited for maximum participation.
CANCELLATION: Payment is refundable, less a $40 processing charge, if you cancel at least 7 days before the event.
HOURS: The one-day course meets from 9:30AM to 4:30PM. Lunch is served. Dress is informal.
To Register or For More Information, Call Toll Free:
(800) 603-0144 ext. 204
Advanced Planning Group
1230 Avenue of Americas
7th FL
New York, NY 10020
Toll-free customer service: (800) 603-0144 ext. 204
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