In a world where service professionals compete for attention, only a select few rise to the top—the ones who understand that marketing to the affluent is a completely different game. That’s where I come in.

I am the go-to expert on attracting, closing, and retaining ultra-high-net-worth clients. I don’t teach mass-market tactics. I don’t believe in chasing leads. Instead, I show professionals like you how to become the sought-after authority that affluent clients want to work with.

I've distilled these strategies into three Amazon #1 Bestselling Books—The Affluent Marketing Blueprint, The Gilded Revival, and The Luxury Agent Playbook. Each book breaks down the exact playbook for mastering affluent client acquisition, building a prestige-driven brand, and dominating high-net-worth markets.

Why Do the Wealthy Say Yes to My Clients?

Because they’ve learned how to position themselves like luxury brands—exclusive, in demand, and impossible to ignore. That’s what I teach. I help service providers craft a business that operates like a private members-only club, not a discount store.

I've spent years refining strategies that translate exclusivity, prestige, and influence into revenue-generating systems. Whether you’re a luxury real estate agent, financial advisor, consultant, or high-end service provider, I’ll help you design a business that magnetically attracts the affluent—without resorting to the mainstream marketing playbook.

🔹 The Creator & Host of the Nations #4 Marketing Podcast: Velvet Rope Playbook

The Velvet Rope Playbook Podcast uses storytelling to make marketing strategies unforgettable. Each episode shares engaging narratives—that reveal how affluent client attraction works in the real world. Instead of dry theory, listeners get daily, immersive examples that bring high-level marketing principles to life, making them easy to understand and apply.

• Real Estate: A luxury agent told captivating stories about the lifestyle each property offered, drawing in wealthy buyers emotionally.
• Consulting: A consultant showcased client success stories, illustrating the impact of her work and positioning herself as a trusted expert.
• Financial Services: A wealth advisor highlighted narratives of clients achieving financial freedom, making his services relatable and aspirational.

Is Your Business Ready for the Next Level?

The affluent don’t work with just anyone. If you’re serious about attracting high-net-worth clients, you need a strategy that speaks their language.

That’s exactly what I do. If you’re a service professional looking to break into the world of exclusivity, prestige, and ultra-high-end clients, let’s talk.

Custom Affluent Marketing Training for Your Team

Not an off-the-shelf seminar. A private training program built around your business, your clients, and the specific challenges your team faces attracting affluent customers.

If your company wants to attract more affluent and high-net-worth clients, your team needs to understand something important:

Affluent clients don't simply have more money. They often make buying decisions differently.

They may evaluate risk differently. They may place greater value on expertise, access, discretion, convenience and personal attention. And because they usually have plenty of good options, simply being competent isn't enough.

Your team needs to understand why an affluent prospect should choose you instead of all the other capable people competing for their business.

That's what we'll work on together.

This Training Is Built Around Your Business

I don't arrive with a standard PowerPoint presentation that I've delivered to 50 other companies.

Before the training, I'll learn about your business, your clients, your positioning, your marketing and sales process, and the particular challenges you're facing.

Then I'll customize the program around the areas where I believe we can have the greatest impact.

That means we'll talk about your prospects. Your competitors. Your marketing. Your sales conversations. Your opportunities.

And rather than simply learning a collection of interesting marketing ideas, your team will learn how to apply those ideas to the situations they're dealing with every day.

What We Can Work On

Every engagement is different, but depending upon your objectives, our work together can include:

Identifying Your Most Profitable Affluent Market — Determine which affluent clients represent the greatest opportunity and where your team should concentrate its attention.

Positioning and Differentiation — Develop compelling reasons why an affluent prospect should choose your company when they're comparing you with several highly capable alternatives.

Understanding How Affluent Clients Buy — Explore the role that trust, risk, status, convenience, privacy, expertise and personal attention can play in high-value purchasing decisions.

Building Greater Credibility — Make your expertise apparent before a prospect ever sits down with you.

Improving Your Marketing Message — Determine what you should be communicating on your website, social media, presentations, advertising and other marketing.

Finding More of the Right Prospects — Identify practical ways to generate qualified opportunities through referrals, strategic relationships, content, events, social media, advertising and other channels appropriate for your market.

Creating a Better Prospect Experience — Examine what happens from the moment someone first encounters your company through the initial conversation, follow-up and ultimate decision.

Selling Without Appearing to Sell — Help your team conduct more sophisticated sales conversations with affluent prospects who may resist conventional sales techniques.

Improving Follow-Up — Develop ways to remain relevant to prospects who aren't ready to move forward today without constantly “checking in.”

Generating More Introductions and Referrals — Create more opportunities for satisfied clients, centers of influence and other relationships to introduce your company to the people you want to meet.

Building a Repeatable Affluent Marketing System — Connect the pieces so your marketing isn't simply a collection of unrelated activities.

Your Team Should Leave Knowing What to Do Next

I don't want your team leaving at the end of the day with a notebook full of interesting ideas they never look at again.

I want them leaving knowing what they're going to do differently.

Throughout our time together, we'll apply what we're discussing to your actual business. We can examine current marketing materials, talk through real prospect situations, identify weaknesses in your existing process and develop specific improvements.

By the end of the training, your team should have much greater clarity about five things:

Who are we trying to attract?

Why should those people choose us?

How are we going to get in front of them?

What do we need to say and do once we have their attention?

How do we turn more of those opportunities into clients?

That's the difference between a seminar and a working session.

Who Is This For?

Custom Affluent Marketing Training can be particularly valuable for organizations in:

Financial services and wealth management, luxury real estate, healthcare and concierge medicine, architecture and interior design, luxury travel and hospitality, private aviation, art and collectibles, professional services, consulting, law, private clubs and other businesses where a relatively small number of high-value clients can have an enormous impact on revenue.

The program can be designed for sales teams, marketing teams, advisors, partners, executives, client-service professionals—or a combination of these groups.

Why Work With Me?

I've spent more than 30 years studying marketing, positioning and the process of attracting high-value clients.

I've advised businesses across more than 20 industries, including financial services, luxury real estate, hospitality, aviation, healthcare, professional services, art and collectibles, travel and other businesses serving affluent customers.

My career has included senior roles with PepsiCo and Kraft Foods, and teaching marketing at Georgia Tech's Scheller College of Business.

I've also worked with or advised organizations including CitiGroup, Gulfstream Aerospace, Hilton Hotels, Sotheby's and A.T. Kearney.

And I'm the author of 14 books, including best sellers, The Affluent Marketing Blueprint and The One Week Marketing Plan.

But the purpose of bringing me in isn't to hear about what I've done.

It's to figure out what your team should do next.

How the Engagement Works

1. We Start With Your Business

Before the training, I'll have you complete a short questionnaire about your organization, your target clients, your current marketing and the challenges you'd most like us to address.

We'll then have a pre-training conversation so I can better understand what you want to accomplish.

2. I Customize the Training

I'll build the program around your company and select the concepts, examples and exercises most relevant to your team.

3. We Spend the Day Working Together

The format is highly interactive. I'll teach, certainly. But we'll also discuss, diagnose, challenge assumptions and apply the ideas to your actual business.

4. You Leave With Priorities

Rather than trying to implement 37 new ideas, we'll identify the changes that deserve your attention first.

Investment

Custom corporate training engagements begin at $12,500 for a full-day intensive.

This includes pre-engagement preparation, customization of the program, the training itself and a post-training action summary.

A 50% engagement deposit reserves your date, with the remaining balance due 14 days before the training.

Business Travel and related expenses are additional.

Multi-day programs, executive retreats, sales meetings and other customized engagements are available by proposal.

Want Help Implementing What We Develop?

Knowing what to do and actually getting it implemented are two different things.

For companies that want additional support, I also offer 30- and 90-day implementation advisory engagements following the training.

We'll meet periodically with the appropriate members of your team to review progress, solve problems, refine the strategy and make sure the ideas we developed don't disappear when everyone returns to their regular responsibilities.

Let's Talk About Your Team

If you're considering bringing me in, the first step isn't booking a training day.

It's determining whether I'm the right person to help you.

Tell me a little about your organization, who you'd like me to work with and what you'd most like your team to accomplish.

I'll review the information personally. If it looks like there's a good fit, we'll arrange a conversation and talk about what a customized program might look like for your organization.

Copywriting That Converts:
Position Yourself as the Only Choice

In addition to my consulting and programs, I offer a highly targeted, precision-crafted copywriting service designed to help you attract and convert high-net-worth clients effortlessly.

🔹 The Sales Page Formula: How to Turn Browsers into Buyers (Without the Hype)

Most sales pages fail because they’re packed with generic buzzwords, fake urgency, and empty promises that affluent clients ignore.

A great sales page doesn’t just talk—it grabs attention, builds desire, and makes buying the only logical next step. It eliminates fluff, overcomes objections before they arise, and presents your offer in a way that commands premium pricing and drives real conversions.

If you want a sales page that sells—consistently, predictably, and at a premium price—click here to learn more: