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Travel/Venue Info

Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA

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Conference Agenda

Tuesday, March 15, 2011

10:35 AM - 11:30 AM

FIVE COMMON MISTAKES WOMEN ADVISORS MAKE MARKETING TO THE AFFLUENT AND HOW TO AVOID THEM

Kathleen Burns Kingsbury, LMHC, CPCC Wealth Psychology Expert, PRINCIPAL, KBK WEALTH CONNECTION & AUTHOR, CREATING WEALTH FROM THE INSIDE OUT WORKBOOK

 Women advisors that target the affluent, need to make sure they use the right messaging . Find out what is most important to high net worth clients, how to better meet their advising needs and how your money mindset about wealth impacts your efforts. 

• The changing demographics of the wealthy

• The difference between immigrant vs. natives to the land of wealth

• The biggest problem high net worth clients face in today’s marketplace

• How  women advisors like you can be the solution to that problem and generate new referrals as a result

• Why female advisors are a perfect fit for working with affluent families

Women advisors that target the affluent, need to make sure they use the right messaging . Find out what is most important to high net worth clients, how to better meet their advising needs and how your money mindset about wealth impacts your efforts. 
• The changing demographics of the wealthy
• The difference between immigrant vs. natives to the land of wealth
• The biggest problem high net worth clients face in today’s marketplace
• How  women advisors like you can be the solution to that problem and generate new referrals as a result
• Why female advisors are a perfect fit for working with affluent families

 

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