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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.

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The Program Framework 

 

 

 

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The Program Introduction/ Framework

Everything You Need to Build a Strong Foundation in

Branding, Marketing, and Sales 

for Wealth and Family Office Services

The Complete Guide to Sales & Marketing

for Wealth and Family Office Services

CHF 399.00

The Full Program

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The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services. 

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