Marketing to the Affluent Made Simple

(For Ethical, Fee-Based Financial Advisors Only)


A live workshop with Julie Guest - by invitation only

In this one-hour workshop you will discover:

  1. What affluent - and super-affluent people need from you in order to win their trust and business.

  2. The 50% of your marketing spend that is currently being wasted (it’s not your fault) and how to easily remedy it.

  3. The 3 most costly marketing mistakes inadvertently made by most fee-based financial firms that results in an under-appreciation of your services.

  4. A sensible, no-nonsense method to attract affluent prospects to your firm that runs quantifiably, without disrupting your daily operations and gives you a reasonable return on investment.

  5. How to identify, reach and build rapport with affluent niches of people who are already looking for your services.

And more.

Registration for this event is now closed.

If you have a question, contact us below.

Julie Guest is a business strategist, best-selling author and trusted marketing advisor to private clients running businesses from $2 Million to $1 Billion+

She is Chief Strategist and CEO of Bolder&Louder, a full-service marketing agency specializing in branding, transformational marketing, and marketing to the affluent, and is host of the popular podcast, the Client Stampede.

Julie created her first Client Stampede during the housing recession when she was stuck with an upside down house no one wanted in Los Angeles.  She rolled up her sleeves and ran a 7-day marketing campaign to sell the house to the highest bidder. She attracted over 200 people to the open house and the house sold for $200,000 more than the real estate agents told her it would sell for.

Julie is regularly featured in various media, including Forbes, the New York Times, USA Today, Entrepreneur magazine, and many others.

 

About Julie Guest