Affluent Marketing Blueprint Application

Application for the Affluent Marketing Blueprint
One-Day Intensive

This small-group intensive is designed to give your team the practical skills, strategies, and tools they need to start attracting and closing high-net-worth clients right away.

This isn’t about theory—it’s about real-world execution. By the end of the intensive, your team will know exactly how to engage affluent clients, create a luxury-caliber client experience, and implement high-impact marketing strategies that position your business as the go-to choice for premium clients.

Since this is a hands-on training experience, we want to make sure every participant is a great fit for the program. Take a few minutes to complete this application. If it’s a good match, we’ll follow up with the next steps.

Name

Phone Number

Tell me a little about your business and team. (What do you do, who do you serve, and how is your team currently involved in client acquisition?)

How does your team currently bring in new clients? (Example: 1. Referrals and word-of-mouth 2. Paid advertising (Facebook, Instagram, Google, etc.) 3. Social media marketing 4. Networking and personal outreach)

How often is your team engaging with high-net-worth clients right now? (This helps us tailor strategies to your team’s current level of experience with affluent clients.)

We rarely interact with affluent clients but want to break into this market.

We occasionally work with high-net-worth clients, but it’s not consistent.

We frequently engage with affluent clients but want to refine our approach.

Most of our clients are high-net-worth, but we want to improve how we attract and serve them.

When it comes to engaging and closing high-net-worth clients, what challenges does your team face?

We’re not sure how to find affluent clients.

We don’t always know what to say or how to communicate value effectively.

Our marketing doesn’t seem to attract the right level of clientele.

We struggle to convert conversations into actual business.

We have a hard time keeping high-net-worth prospects engaged through the sales process.

Other (please share!)

How confident is your team in handling conversations with affluent clients? (Selling and marketing to high-net-worth individuals requires a specific approach—where does your team stand?)

Very confident—we just need to refine our strategy.

Somewhat confident, but we’re not consistently closing deals.

Not very confident—we’re unsure how to communicate with affluent clients effectively.

We haven’t had much experience with affluent clients yet.

How would you rate your team’s ability to create a high-end client experience? (Affluent clients expect a different level of service—how well is your team delivering?)

Excellent—we already have a high-touch experience in place.

Good, but we could improve certain touchpoints.

Average—we know we need to refine this to attract better clients.

We don’t have a structured approach yet.

What’s one specific area where your team needs immediate improvement when working with high-net-worth clients? (Think about where you’re losing opportunities or struggling to connect with affluent clients.)

Why do you believe this intensive is the right fit for your team? (What specifically stood out to you about the program?)

This intensive is designed to give your team strategies they can put into action immediately. How committed are you to implementing what you learn?

We’re fully committed and ready to make changes.

We’re interested but may need some guidance on where to start.

We’re exploring options but aren’t sure if we’re ready to take action yet.

How many team members would be participating in the intensive? (This helps us tailor the experience to your group size.)

Just me

2-3 team members

4-6 team members

More than 6

Is there anything else we should know about your team or business? (Feel free to share any specific goals, challenges, or expectations you have for this intensive!)

My products are sold for educational purposes only. Please understand the results I'm sharing with you are not typical. I’m not implying you’ll duplicate them (or achieve anything for that matter). The average person who buys any “how to” information gets little to no results. Everything on this page are references for example purposes only. Your results will vary and depend on many factors …including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please do not get this product.

Application for the Affluent Marketing BlueprintOne-Day Intensive

Application for the Affluent Marketing Blueprint
One-Day Intensive