AFFLUENT MARKETING BLUEPRINT:
ONE-DAY CONSULTING INTENSIVE

 

Master the Strategies to Attract and Win High-Net-Worth Clients 

This intensive is all about giving you and your team the exact strategies, tactics, and insights you need to start attracting and closing more affluent clients—immediately. No fluff, no theory—just proven, real-world approaches that work in high-net-worth markets.

WHY CHOOSE THIS INTENSIVE?

This isn’t just another business coaching session—it’s an exclusive, results-driven experience designed to transform your brand, messaging, and client acquisition strategies in just one day. You’ll walk away with a high-impact action plan that positions your business as the go-to choice for high-net-worth clients.

Here’s why this experience is unlike anything else:

🔹 Tailored Solutions – Your Business, Your Strategy

Most programs offer generic advice, but this intensive is 100% customized to your business. From the moment we start, we’ll analyze your specific market, branding, and positioning to create a strategy that speaks directly to the high-net-worth individuals you want to attract. Whether you’re struggling with messaging, visibility, or closing premium clients, we’ll pinpoint exactly what’s holding you back and develop personalized solutions that work for your industry, audience, and goals.

  • Outcome: You’ll leave with a marketing blueprint that feels authentic to your brand and is engineered to resonate with affluent clients.

🔹 Accelerated Results – One Day to Game-Changing Clarity

Why spend months spinning your wheels when you can get a crystal-clear, high-level strategy in just one day? This intensive is designed for fast, impactful transformation—you’ll move from uncertainty and scattered tactics to a structured, high-status brand strategy with clear next steps. 

No fluff. No endless theory. Just direct, actionable guidance that you can implement immediately to start seeing results. 

  • Outcome: You’ll walk away with an executable step-by-step action plan, eliminating the guesswork and wasted time of trying to figure it out on your own.

🔹 Proven Strategies – The Science of Affluent Marketing

Attracting high-net-worth clients requires a different playbook than mass-market sales strategies. This intensive is rooted in proven affluent marketing psychology, high-status branding principles, and real-world case studies of businesses that have successfully scaled into luxury markets.

You’ll learn how to:

  • Craft a magnetic brand presence that exudes exclusivity and credibility.
  • Develop marketing campaigns that inspire aspiration and demand.
  • Position yourself as a premium provider so price becomes irrelevant.
  • Implement high-touch experiences that foster deep client loyalty.
  • Outcome: You’ll know exactly how to market, position, and sell to affluent clients using strategies that are time-tested and results-driven.

🔹 Expert-Led Insights – Learn from a Leading Authority in Affluent Marketing

This isn’t a self-paced course or a generic webinar filled with broad-stroke advice. This is a high-level, small-group intensive, where you’ll be learning directly from one of the foremost experts in affluent client acquisition and luxury branding.

I’m not just another marketing consultant—I’m the author of multiple #1 Amazon Best Sellers, including The Affluent Marketing Blueprint, The Gilded Revival, and The Luxury Agent Playbook. My strategies are not theories—they’ve been used by top professionals to build high-status brands, command premium fees, and secure ultra-high-net-worth clients.

I also host The Velvet Rope, a Top 10 national marketing podcast, where I break down the exact strategies that elite service providers use to position themselves as industry leaders. My background includes leadership roles at Kraft Foods, PepsiCo, and Emory University’s Graduate School of Business, giving me deep expertise in branding, positioning, and high-end market dynamics.

 

Here’s what that means for you:

  • Access to proven, elite-level insights that have shaped the success of top real estate professionals, financial advisors, and other high-end service providers.
  • A focused, small-group setting where you’ll receive strategic guidance tailored to positioning yourself in luxury markets.
  • Refined, tested strategies—not surface-level tactics, but a roadmap built from years of experience working at the highest levels of business and branding.
  • Outcome: You’ll walk away with a clear, customized strategy designed to elevate your brand, attract high-net-worth clients, and position you as an authority in your field. 

"After a decade in luxury real estate, I finally have a clear strategy for attracting ultra-high-net-worth clients. The results were immediate—this intensive is worth every minute!"

— Rachel Sinclair, Luxury Real Estate Broker

"The affluent marketing strategies I learned helped me refine my messaging and land my highest-value consulting client—fast."

— Michelle Davenport, Business Consultant

"This intensive completely transformed how I attract affluent clients. Within weeks, I closed my biggest wealth management account ever."

— David Lockhart, Senior Wealth Advisor

"I struggled to position myself at the top. Now, high-net-worth clients see me as their first choice, and my premium inquiries have skyrocketed."

— James Thornton, Private Mortgage Consultant

WHAT TO EXPECT: PROGRAM OVERVIEW

This one-day intensive is structured to give you deep insights, actionable strategies, and a clear plan for attracting ultra-high-net-worth clients.

Morning Session: Deep Dive into Your Business (9:00 AM – 12:30 PM)

🔹 Welcome & Alignment (9:00 AM – 9:30 AM)

  • Set clear goals and define measurable outcomes for the day.
  • Interactive: Vision Alignment Brainstorm – Identify key challenges and breakthrough opportunities.

🔹 Brand Audit (9:30 AM – 10:30 AM)

  • Evaluate your messaging, positioning, and client touchpoints.
  • Interactive: Brand Perception Mapping – Review existing materials and refine your market positioning.

🔹 Client Persona Development (10:30 AM – 11:15 AM)

  • Define your ideal high-net-worth client profiles and tailor messaging to their needs.
  • Interactive: Persona Creation Workshop – Develop precise profiles that speak directly to your ideal clients.

🔹 Competitive Analysis (11:30 AM – 12:30 PM)

  • Identify key differentiators and high-level insights from competitors.
  • Interactive: SWOT Analysis – Examine your strengths, weaknesses, opportunities, and threats to position yourself as the premium choice.

Lunch Break (12:30 PM – 1:30 PM)

Optional working lunch to refine ideas and brainstorm strategies.

Afternoon Session: Strategy & Implementation (1:30 PM – 5:00 PM)

🔹 Affluent Marketing Strategies (1:30 PM – 2:30 PM)

  • Learn advanced marketing tactics that inspire exclusivity and aspiration.
  • Interactive: Campaign Planning Exercise – Create a targeted campaign designed to captivate and engage affluent clients.

🔹 High-Touch Client Experience (2:30 PM – 3:15 PM)

  • Map out the ultimate luxury client journey to build trust and long-term loyalty.
  • Interactive: Journey Mapping Workshop – Design a seamless, high-touch experience that exceeds client expectations.

🔹 Action Plan Development (3:30 PM – 4:30 PM)

  • Create a customized, prioritized action plan with immediate steps for execution.
  • Interactive: Priority Planning Worksheet – Break down your next moves and rank initiatives for maximum impact.

🔹 Closing Session & Q&A (4:30 PM – 5:00 PM)

  • Recap takeaways, refine your strategy, and solidify your commitment to execution.
  • Interactive: Commitment Exercise – Define one critical action step to implement within the next week.

ADD-ON SUPPORT FOR LASTING SUCCESS

Your transformation doesn’t end when the intensive is over—it’s just the beginning. Implementing high-level affluent marketing strategies requires consistent refinement, execution, and accountability to ensure your business doesn’t just attract high-net-worth clients once but continues to do so effortlessly. That’s why we offer ongoing consulting support designed to help you sustain momentum and scale your success long after the one-day intensive. 

🔹 Stay on Track with Regular Accountability

High-net-worth clients expect a level of precision, exclusivity, and consistency that most service professionals simply don’t maintain. This is why staying accountable to your new strategy is critical—not just to launch it, but to refine and improve it over time. With ongoing consulting support, you won’t be left figuring things out alone.

  • Need feedback on a new high-end offer before you present it?
  • Want to fine-tune your messaging as you roll out your new positioning?
  • Have questions about how to handle a luxury client situation?

You’ll have direct access to expert insights and strategy refinement, ensuring that every move you make is aligned with attracting and retaining affluent clients.

  • Benefit: You’ll maintain consistency, keep your business aligned with affluent expectations, and ensure that your marketing efforts don’t drift back into mass-market tactics that dilute your high-status positioning. 

🔹 Refine Your Strategies as Your Business Evolves

Luxury markets shift, high-net-worth client preferences evolve, and your business will grow in new directions. What worked in the first few months may need fine-tuning as your brand expands. This ongoing support allows you to adjust and adapt your approach in real time, keeping your marketing sharp and effective.

Instead of guessing how to handle:

  • Changes in high-net-worth consumer trends
  • Pricing adjustments for your premium offerings
  • Positioning shifts to stay ahead of competitors
  • New opportunities for high-profile collaborations

You’ll have expert guidance to ensure every move is strategic and lucrative. 

  • Benefit: Instead of reacting to changes in the market, you’ll be proactively positioned as a leader, continually refining your brand to maintain exclusivity and high-value appeal. 

🔹 Seamless Execution for Maximum Impact

Knowing the strategy is one thing—executing it at the highest level is another. This is where most professionals fail; they get excited about new strategies but struggle with the real-world implementation that actually attracts and converts affluent clients. 

Through ongoing support, we ensure that your execution matches the high expectations of elite clients, from how you market your brand to how you deliver your services. You’ll receive:

  • Guidance on crafting high-impact client experiences that set you apart.

  • Feedback on your marketing materials, branding, and messaging to maintain exclusivity.

  • Support in troubleshooting challenges as you begin implementing your affluent marketing playbook.

Luxury brands and top-tier professionals don’t succeed by accident—they succeed because they execute flawlessly, consistently, and at the highest level. This add-on support ensures that you don’t just know what to do—you actually do it at an elite standard. 

  • Benefit: You’ll have the confidence of knowing that every client interaction, every marketing campaign, and every business decision is fully aligned with the high-net-worth market you want to serve.

Take Your Strategy from Concept to Execution—Seamlessly.

Many professionals understand what they should be doing but fail to implement it in a way that attracts and retains affluent clients. With ongoing consulting support, you won’t just learn the strategies—you’ll execute them with precision, authority, and long-term success.

💡 Ready to build a business that consistently attracts high-net-worth clients? Apply for the intensive and secure ongoing consulting support today. 🚀

IS THIS FOR YOU?

This intensive is designed for professionals who refuse to blend in. If you’re ready to move beyond generic marketing tactics and position yourself at the top of your industry, this is for you. High-net-worth clients don’t choose service providers based on price—they choose based on expertise, trust, and reputation. If your current approach isn’t attracting them, it’s time for a strategic overhaul. 

🔹 You’re a Service Professional Who Wants to Work with High-Net-Worth Clients

You know there’s a different level of clientele—one that values discretion, credibility, and a seamless experience. These clients expect a level of sophistication that mass-market tactics simply don’t deliver. 

Maybe you’re attracting the wrong type of client—those who negotiate on price, don’t appreciate your expertise, or expect too much for too little. The problem isn’t the market—it’s how your brand is positioned. 

  • What you’ll gain: A crystal-clear strategy for refining your messaging, visibility, and client experience so that your business naturally attracts and retains high-net-worth individuals. 

🔹 You’re a Business Owner Who Wants to Be the Authority in Your Industry

Affluent clients don’t work with service providers—they work with experts. If you’re tired of seeing competitors with less experience win the best clients, it’s not because they’re better—it’s because they’ve positioned themselves as the premier option.

This intensive will help you build:

  • A stronger market presence that commands attention.
  • A high-status brand identity that signals credibility and exclusivity.
  • A differentiation strategy that removes competition from the equation.

  • What you’ll gain: A market-leading reputation that makes you the obvious choice for elite clients. 

🔹 You’re an Entrepreneur Ready to Elevate Your Brand to Luxury Status

Operating in the luxury space requires a different approach—one where exclusivity, scarcity, and perceived value drive demand. The tactics that work for broad-market businesses won’t work here. You need to craft a presence that speaks to affluent buyers on their terms.

We’ll refine:

  • Your brand story and messaging to align with high-net-worth expectations.

  • Your pricing and offer structure to reinforce exclusivity.

  • Your client experience so that every interaction signals prestige and trust. 

  • What you’ll gain: A luxury brand strategy that resonates with the right clientele and ensures your services are viewed as a premium investment.

🔹 You’re a Financial Advisor, Real Estate Professional, or High-End Service Provider Who Needs to Build Exclusivity and Status

Success in industries like financial services and luxury real estate isn’t about selling—it’s about positioning. Ultra-high-net-worth clients don’t respond to traditional marketing. They trust word-of-mouth, reputation, and authority. If you’re not proactively shaping your market perception, you’re leaving opportunities on the table.

In this intensive, we’ll:

  • Strengthen your authority positioning to align with high-net-worth expectations.

  • Develop a referral-based client acquisition strategy that brings in premium clients naturally.

  • Optimize your marketing and client experience to reinforce exclusivity.

  • What you’ll gain: A clear strategy for becoming the go-to expert in your field, ensuring that top-tier clients come to you—not the other way around.

This Is for You If You’re Ready to Lead, Not Compete.

This isn’t about marketing gimmicks or selling harder. It’s about elevating your brand, refining your strategy, and positioning yourself where the best clients naturally gravitate. High-net-worth clients don’t chase service providers—they choose them carefully. After this intensive, you’ll be the one they choose. 

đź’ˇ Apply now to reserve your spot.

📅 Duration: 1 Day (9:00 AM - 5:00 PM)
📍 Format: Onsite or Virtual
💰 Investment: $6,500

Apply for Your One-Day Intensive

This isn’t a one-size-fits-all program—it’s a highly customized, strategic experience designed for professionals who are serious about elevating their brand and attracting high-net-worth clients. Because of the level of personalization involved, participation is by application only. 

If you’re ready to refine your positioning, create a high-status brand, and build a business that naturally attracts affluent clients, the next step is to apply. 

Once your application is reviewed, you’ll be contacted to discuss whether this intensive is the right fit for your goals. 

We look forward to hearing from you 

🔹 APPLY FOR THE AFFLUENT MARKETING INTENSIVE 🔹
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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.