What makes marketing to high-net-worth individuals, very high-net-worth individuals, and ultra-high-net-worth individuals (HNWIs, VHNWIs, and UHNWIs) such a challenge is that these elite groups of people are both like and not like those of us who have normal jobs. Now, granted, they’re more unlike the majority of us, but the similarities are worth considering. Luxury… Read more »
How to Market Luxury Real Estate to High-End Clients
How to Develop a High-Net-Worth Client Strategy
For financial advisors, it’s essential to provide incredible customer service at every step of the relationship. When it comes to high-net-worth clients—who’ve grown to expect not only good, but truly exceptional service—an attention to detail is especially important. But how can advisors create a memorable experience that will help them win over (and keep) high-net-worth… Read more »
Increase Your Wallet Share with High-Net-Worth Clients
If you’re managing the wealth of high-net-worth clients, you’re probably very invested (pun intended) in those relationships. But do your clients feel the same way about you? While you may think you’ve got an exclusive relationship with your wealthiest clients, it’s also very possible some of them are working with other investors. So, how do… Read more »
The 2023 Complete Guide to How to Become a Luxury Real Estate Agent
Congratulations! You’ve found what you’ve been looking for: a comprehensive source that addresses everything you need to know most about breaking into the luxury market. Best of all, it does it all in ONE place. Read on to discover: Why you might (or might not) choose to become a luxury real estate agent. Who swims… Read more »
Tips for Winning High-Net-Worth Clients
Lead generation for financial advisors is a more nuanced art than it is for most other service-based sales professionals. Other industry purveyors can be overt in their advertising and may have the luxury of being able to throw dirt at the wall until something sticks. That kind of marketing can reflect poorly on financial advisors…. Read more »
Ep. 39: Reach Your Goals with Sales KPIs
When it comes to business, we all want to measure our success—it’s common nature. But, how do you ensure that you’re on track to reach your goals? By implanting and tracking Key Performance Indicators, better known as KPIs. In today’s episode of Stay Paid, Josh and Luke sit down with Sales Director Nick Bianco as… Read more »
The Rundown on KPIs For Your Business
If you’re asking yourself, what’s a KPI? Don’t worry—we’ll start at the beginning. KPIs, or key performance indicators, are quantifiable values that your business should be tracking to ensure you are meeting your goals. They can be as simple as tracking net profit or as complex as customer loyalty and retention, but you’ll first need… Read more »
7 Actionable and Unique Ideas for Luxury Real Estate Marketing in 2024
Updated September 21, 2023 As much as the luxury real estate market has been affected by fluctuations in the larger economy and the aftermath of the pandemic, we seem to have settled into a new norm. Mid-year updates suggest that compared to the second half of 2022, real estate professionals are more upbeat about what… Read more »
Special Episode: Lessons Learned at the 10X Growth Conference
2018’s 10x Growth Con was an event to be reckoned with. Even though it was only the second time Grant and his team had thrown it, the turnout was incredible. While most conferences take years to gain momentum, it’s no surprise that Grant Cardone was able to build attendance to nearly 10,000 salespeople in just… Read more »
How Joining Clubs Help Financial Advisors Attract Clients
Financial advisors usually don’t have success with shotgun marketing. Their service is hyper-specialized, and ideal clients need to meet a long list of criteria. The most important piece of criteria for prospects is that they have a high net worth. FAs want to fall into the good graces of wealthy people, and spending time in… Read more »
Lessons for Grant Cardone’s 10x Growth Con
2018’s 10x Growth Con was an event to be reckoned with. Even though it was only the second time Grant and his team had thrown the event, the turnout was incredible. While most conferences take years to gain momentum, it’s no surprise that Grant Cardone was able to build attendance to nearly 10,000 salespeople in… Read more »
10 Lucrative Client Events Financial Professionals Can Use to Grow Their Businesses
If you’re wondering how financial advisors get prospects, it’s by optimizing existing relationships. Client events will strengthen your existing connections, encourage clients to introduce you to new leads, and allow your guests to get to know, like, and trust you. If you manage personal investments and want to attract new clients, then you’re going to… Read more »
