Thank you for your interest! I appreciate you taking the time to fill this out, and I’ll be back in touch with you soon.
New Question
Question 2 of 17
What challenges does your team face when selling to affluent clients?
Question 4 of 17
What’s your biggest goal when it comes to attracting more affluent clients?
Question 5 of 17
What would a successful outcome from this training look like for you?
Question 7 of 17
How does your team currently approach high-net-worth prospects?
Question 8 of 17
Are they confident in their messaging, or do they struggle to differentiate themselves from the competition?
Question 9 of 17
Do they already use any form of storytelling in their sales process?
Question 11 of 17
Would you prefer a small group training for your team or a one-on-one session for select high-performers?
Question 12 of 17
How many people on your team would benefit from this training?
Question 13 of 17
Do you want a one-time intensive session, or are you interested in an ongoing coaching program?
Question 15 of 17
Are you ready to move forward with booking a session, or do you have any remaining questions?
Question 16 of 17
When would be the best time for your team to participate in this training?
Question 17 of 17
Who else on your team needs to be involved in this decision?