Let's Talk Strategy
Webinar Series
Building Your Pipeline Post-Covid
Avoid the biggest mistakes and learn the best practices for getting new affluent clients in 2021
As we continue to emerge post-pandemic, top advisors are asking how they can build a sustainable pipeline of prospects for 2021.
In this "virtual fireside chat", Mr. Thiel and David Friedman discuss:
- the biggest mistakes and best practices for accelerating the acquisition of new high and ultra high net worth clients.
- why referrals are too important to reactively leave to chance
- how the RIGHT KIND of request can accelerate introductions to your future clients.
FREE Webinar Reveals: How to take control of your pipeline in 2021
If you are tired of feeling like prospecting and data is a burden, watch this webinar right now so that you can be intentional about growing in 2021.
Enter your email below so you can immediately watch our free webinar.
🔒Your Information is 100% Secure And Will Never Be Shared With Anyone.
John Thiel
Former Global Head of
Wealth Management,
Merrill Lynch
David Friedman
Co-Founder WeathQuotient
Former President &
Co-Founder of Wealth-X
