Premium Affluent Marketing Consulting

Package 1: The Foundation Blueprint

Perfect for businesses just starting to build their high-net-worth appeal.

• Duration: 4 weeks
• Investment: $7,500

What’s Included:

• Brand Audit: A detailed review of your current branding, messaging, and positioning.
• Affluent Client Persona Development: Identify and define your ideal ultra-high-net-worth clients.
• Strategic Action Plan: A customized, actionable blueprint to elevate your brand and client experience.
• Personal Strategy Sessions: Work directly with me to refine your vision and strategies.
• Deliverables:
  • Summary brand audit report
  • Affluent client persona template
  • Customized action plan

Package 2: The Prestige Pathway

For established businesses looking to scale their brand and client base.

• Duration: 8 weeks
• Investment: $14,000

What’s Included:

• Comprehensive Brand Overhaul: Enhance or redesign your brand to resonate with high-net-worth clients.
• Marketing Strategy Development: Create targeted campaigns designed to capture and convert affluent clients.
• Client Experience Design: Optimize your services to deliver a high-touch, luxury experience at every touchpoint.
• Personal Consultations: One-on-one strategy sessions to refine and implement key elements.
• Deliverables:
  • Comprehensive brand positioning
  • Marketing plan tailored for affluent audiences
  • Client experience roadmap
  • Email support for follow-up questions

Affluent Marketing Blueprint: Elevate Your Business to Attract High-Net-Worth Clients

One-Day Consulting Intensive

An immersive, results-focused experience designed to deliver actionable strategies that position your business as the top choice for high-net-worth clients.

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

Why Choose This Intensive?

• Tailored Solutions: Address your unique business challenges with customized strategies and exercises.
• Accelerated Results: Achieve clarity, actionable plans, and the tools you need to thrive in just one day.
• Proven Tactics: Leverage cutting-edge affluent marketing approaches with measurable impact.

Program Overview

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

1. Welcome & Alignment (9:00 AM – 9:30 AM)
• Set clear goals, challenges, and actionable outcomes for the day.
• Interactive: Vision Alignment Brainstorm – Identify key outcomes and address potential roadblocks.
2. Brand Audit (9:30 AM – 10:30 AM)
• Evaluate messaging, positioning, and touchpoints to attract affluent clients.
• Interactive: Brand Perception Mapping – Review materials and pinpoint improvement areas.
3. Client Persona Development (10:30 AM – 11:15 AM)
• Define your ideal affluent client personas to tailor offerings and communication.
• Interactive: Persona Creation Workshop – Craft detailed profiles of target clients.
4. Competitive Analysis (11:30 AM – 12:30 PM)
• Identify your business differentiators and learn from competitors.
• Interactive: SWOT Analysis – Examine your strengths, weaknesses, opportunities, and threats.

Lunch Break (12:30 PM – 1:30 PM)
Optional working lunch for brainstorming.

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

1. Affluent Marketing Strategies (1:30 PM – 2:30 PM)
• Design campaigns that inspire exclusivity and aspiration.
• Interactive: Campaign Planning Exercise – Create a mock campaign targeting affluent personas.
2. High-Touch Client Experience (2:30 PM – 3:15 PM)
• Map the client journey to deliver exceptional service and build trust.
• Interactive: Journey Mapping Workshop – Enhance touchpoints to create a seamless experience.
3. Action Plan Development (3:30 PM – 4:30 PM)
• Build a prioritized, customized action plan aligned with your goals and resources.
• Interactive: Priority Planning Worksheet – Outline immediate steps and rank initiatives.
4. Closing Session & Q&A (4:30 PM – 5:00 PM)
• Recap takeaways, finalize the action plan, and address any questions.
• Interactive: Commitment Exercise – Commit to one actionable step within a week.

Add-On Support for Lasting Success

Continue your momentum with ongoing consulting services:

• Regular Accountability: Stay focused and on track with expert guidance.
• Refined Strategies: Adapt to evolving challenges with tailored advice.
• Seamless Execution: Ensure plans are implemented effectively with hands-on support.

The Affluent Marketing Bootcamp: Strategies to Win High-Net-Worth Clients

A One-Day Workshop for Businesses Looking to Expand Their Affluent Client Base

Position your business to captivate and attract affluent clients.
This dynamic workshop delivers the strategies and insights you need to connect with high-net-worth individuals, build trust, and create standout experiences in a competitive market.

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

What You’ll Gain:

• Understand the unique needs and expectations of affluent clients.
• Design high-touch client experiences that leave lasting impressions.
• Build scalable, personalized approaches for fostering loyalty and trust. 

Program Overview

Morning: Understanding the Modern Affluent Client

1. 9:00 AM – 10:00 AM: Cultural Shifts in Wealth & Glamour
   
   • Explore trends shaping affluent client expectations.
     Interactive: Group discussion on cultural trends impacting client behavior.
2. 10:00 AM – 10:45 AM: The Psychology of High-Net-Worth Clients
   • Learn the emotional drivers and decision-making patterns of affluent individuals.
     Interactive: Empathy Mapping – Build a persona by examining client thoughts and feelings.
3. 11:00 AM – 12:30 PM: Mapping the Affluent Client Journey
   • Design impactful, high-touch touchpoints in the client journey.
     Interactive: Journey Mapping – Create a roadmap for delivering standout client experiences.

12:30 PM – 1:30 PM: Lunch Break

Afternoon: Building and Sustaining High-Touch Relationships

1. 1:30 PM – 2:30 PM: Personalization at Scale
   
   • Discover ways to tailor services efficiently for maximum impact.
     Interactive: Brainstorm “wow moments” to delight affluent clients.
2. 2:30 PM – 3:15 PM: Communication for Influence and Connection
   
   • Craft messaging that resonates with high-net-worth individuals.
     Interactive: Role-play scenarios to practice handling typical client challenges.
3. 3:30 PM – 4:30 PM: Action Plan Creation
   
   • Apply key insights to your business strategy.
     Interactive: Develop and present an actionable plan for group feedback.

Closing: Key Takeaways and Next Steps

1. 4:30 PM – 5:00 PM
   
   • Recap the day’s learnings and commit to immediate actions.
     Interactive: Commitment Circle – Share one actionable step you’ll take immediately.