The Complete Guide to
Sales & Marketing for
Wealth and Family Office Services
Whether you want start a business, or extend your current business services to offer wealth and family office services, this program will guide you to materialise your sales and marketing approach.
For the professionals who want to build a strong foundation in branding, marketing, and sales for Wealth and Family Office Services.
What You'll Learn
✔️ Building and firming up your business objectives
✔️ Re-channel your services through the 3 Phase Marketing plan.
✔️ Refining your client segmentation to stand out in the blue ocean of wealth services. and the family office
✔️Acquire confidence to market your services through your Unique Selling Proposition.
✔️Bringing our value proposition to your audience through a plan allowing you to connects and engage with your niche.
✔️Master the sales tightrope technique to close your leads.
The Program Framework
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Download
The Program Introduction/ Framework
Everything You Need to Build a Strong Foundation in
Branding, Marketing, and Sales
for Wealth and Family Office Services
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
Courses
Wealth Services and Family Office 3.0 Flagship Course
The Complete Guide to Sales & Marketing in Wealth and Family Office Services
Wealth Services and Family Office Reporting Software
Developing a Successful Private Wealth and Family Office Practice
National Financial Educators Council - Personal Finance
