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.
What I’m Known For
- The Expert in Luxury & High-Net-Worth Client Acquisition
Most professionals dream of landing wealthy clients—but few understand what it really takes. I don’t just teach theory; I provide a proven framework for attracting and closing high-net-worth clients.
- A real estate client was stuck in the mid-tier market, selling homes between $500K–$1M. After working together, he rebranded, changed his messaging, and started leveraging exclusivity-driven marketing. Within six months, he secured his first $12M listing—and now attracts an entirely different level of clientele.
- One of my financial services clients was stuck managing portfolios in the $500K–$1M range, constantly competing on fees. After implementing my wealth-focused positioning strategy, he attracted a $15M client within four months—completely changing the trajectory of his practice.
- A leadership consultant I worked with was charging $5K per engagement and getting price-shopped. After shifting her positioning, refining her offer, and implementing authority-based marketing, she landed a Fortune 500 client at $50K per engagement—without pushback on price.
🔹 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.
🔹 A Trusted Advisor to Luxury Service Professionals
Real estate agents. Wealth managers. High-end consultants. I work with top professionals who refuse to play the volume game—and instead want to build a business that attracts a select, elite clientele. My clients range from multinational companies with household names to boutique agencies and individual professionals looking to elevate their game and attract more affluent clients. They understand that exclusivity, positioning, and storytelling are the keys to commanding higher fees and working with the most desirable clientele.
🔹 A Thought Leader in Affluent Marketing
I don’t follow marketing trends—I create them. My expertise in affluent client acquisition has shaped the way top professionals position themselves in competitive, high-end markets. Through my bestselling books, top-ranked podcast (The Velvet Rope Playbook), and high-level consulting, I provide a roadmap for attracting ultra-high-net-worth clients using status, scarcity, and prestige. Whether working with multinational firms, boutique agencies, or elite individual professionals, I teach strategies that go beyond traditional marketing—elevating brands, increasing perceived value, and making premium clients seek you out, not the other way around.
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.
How I Work with Clients
Attracting affluent clients isn’t about chasing leads or relying on outdated marketing tactics. It’s about creating an aura of exclusivity, establishing undeniable authority, and structuring your business so that the right clients seek you out—on your terms.
🔹 Platinum Coaching & Consulting
My Platinum Consulting Program is a high-level, application-only offering designed for professionals who are committed to building businesses that cater exclusively to affluent clients. This is not a generic coaching program—it’s a tailored, strategy-driven experience designed to help you dominate your niche.
Whether you’re:
- A financial advisor expanding your high-net-worth client base
- A real estate broker securing multimillion-dollar listings
- A consultant or entrepreneur crafting a premium, high-status brand
…I work with you to design and implement high-impact strategies that position you as the only choice for elite clients.
Inside the Platinum Consulting Program, we focus on:
- Luxury Positioning: Establishing authority so high-net-worth clients see you as a must-have, not an option
- Exclusive Client Acquisition Strategies: Creating demand, prestige, and effortless attraction
- Premium Pricing & Offer Structuring: So you command higher fees with confidence
- Influence & Authority Building: So your brand stands above the competition
- Marketing That Resonates with the Wealthy: No mass-market gimmicks—only strategies that align with affluent client psychology
This isn’t about grinding harder or chasing volume. It’s about precision, exclusivity, and strategic influence.
- If you're serious about elevating your business and attracting affluent clients, apply for the Platinum Consulting Program.
For clients who may not be ready for personal coaching I also offer the only Video Newsletter that focuses exclusively on marketing to the affluent
Whales Not Minnows:
The Premium Video Newsletter for Attracting Affluent Clients
Stop chasing. Start attracting.
Whales Not Minnows is a twice-monthly, high-impact video newsletter designed for professionals who refuse to compete on price and instead want to secure high-net-worth clients who value expertise, exclusivity, and premium service.
If you’re tired of mass-market strategies that attract the wrong clients, this is for you.
What You’ll Get in Every Edition
- Elite Client Acquisition Strategies – Proven techniques to attract high-net-worth clients who seek premium service.
- Authority Positioning Tactics – How to position yourself as the top expert in your field so clients trust, respect, and pay you more.
- Exclusivity & Prestige Branding – The strategies behind businesses that command higher fees and create demand without chasing leads.
- Scalable, High-Ticket Business Models – How to work with fewer, better clients while increasing revenue and referrals.
Each month, you’ll receive two concise, high-impact video lessons packed with actionable insights you can implement immediately—because affluent clients don’t wait.
In-Person Training: Hire Me to Train Your Team
Affluent Marketing Blueprint: One Day to Transform Your Business
Turn your team into experts at attracting and closing high-net-worth clients—in just one day.
The Affluent Marketing Blueprint Intensive is a high-impact, results-driven training designed to refine your strategy, strengthen your positioning, and implement proven tactics that appeal to ultra-affluent clients.
What Your Team Will Gain:
- Tailored Strategies – Custom solutions to address your specific marketing and positioning challenges.
- Immediate Impact – A clear, actionable plan designed for rapid execution and measurable results.
- Elite-Level Tactics – Advanced affluent marketing techniques used by top professionals.
If you’re ready to elevate your brand, empower your team, and position your business as the go-to choice for high-net-worth clients—this is your opportunity. Learn More Affluent Marketing One Day Intensive
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:
I’ve also created a series of content-rich video programs that deliver in-depth strategies on key aspects of affluent marketing, giving you the insights and tools to attract high-net-worth clients with precision.
The Ultimate Affluent Branding Blueprint
Wealthy clients don’t choose at random—they gravitate toward authority, exclusivity, and trust. The right branding positions you as the only choice for high-net-worth clients.
Inside The Ultimate Affluent Branding Blueprint, you’ll learn:
- How to target high-net-worth clients who are ready to buy.
- The subtle branding cues that instantly build credibility.
- The colors, messaging, and design that attract affluent buyers.
- Luxury branding insights from top industries, including private jet leasing.
- How to automate your brand presence and stay top of mind effortlessly.
This isn’t just about looking polished—it’s about creating a brand that demands attention and attracts premium clients.
Unshakable Inner Confidence
Wealthy clients gravitate toward confidence, presence, and influence. When you master these, doors open effortlessly.
Inside this masterclass, you’ll learn:
- How to speak with unshakable confidence—no matter who you're talking to.
- What to say to make ultra-affluent individuals find you instantly interesting.
- How to walk into any room and command attention—without being flashy.
- The subtle cues that signal power, credibility, and exclusivity.
The best part? It’s easier than you think. This isn’t about gimmicks—it’s about developing a magnetic presence that naturally attracts wealthy prospects and keeps them engaged.
The Power of Becoming a Charismatic Celebrity
Your competitors are grinding—posting endlessly, offering free consultations, chasing leads.
The top professionals? They don’t hustle harder. They’ve mastered one thing—positioning themselves as the only choice.
They don’t sell—they attract.
They don’t convince—they command attention.
They don’t compete—they define the market.
And you can do the same. When you become a Charismatic Celebrity in your industry, demand comes to you. Your expertise magnetizes, your influence grows, and success becomes inevitable.
If you’re ready to stop chasing and start attracting, this program is for you.
Mastering Influence with the Wealthy
Influence isn’t about being pushy—it’s about connection. Wealthy clients choose those they trust.
- Trust Wins – No trust, no sale. Influence makes you the obvious choice.
- They Buy You, Not Just Your Service – Influence positions you as their go-to advisor.
- You Must Stand Out – Affluent clients have options. Influence makes them choose you.
That’s why I created Mastering Influence with the Wealthy—a program designed to help you attract, connect with, and convert high-net-worth clients effortlessly.
Inside, you’ll learn:
- How to position yourself as the trusted expert
- How to build deep client connections
- The secret to anticipating client needs
- Why exclusivity creates demand and authority
Influence isn’t optional—it’s the key to working with the affluent.
- Ready to master influence and become the only choice?
Why Wealthy Clients Ignore 97% of Marketing—And How You Can Stand Out
Most professionals market in a way that affluent clients instinctively ignore. It’s not that they don’t see it—they’ve just learned to tune out anything that feels mass-market or desperate.
Here’s the secret: When you understand what truly gets their attention, you become the only option.
This program isn’t about chasing leads—it’s about crafting a presence that commands respect and attracts wealthy clients effortlessly. You’ll learn the exact framework used by top real estate agents, financial advisors, and consultants who land high-net-worth clients with ease.
What You’ll Discover:
- The 97% Problem – Why most marketing fails with the wealthy (and how to fix it).
- The Velvet Rope Framework – A step-by-step strategy for attracting elite clients.
- What Actually Works – Proven techniques that have doubled and tripled fees for top professionals.
If you’re tired of being overlooked, this is the system that will change the game.
- Learn more and start attracting high-net-worth clients today.
Have a quick question about any of the services I offer?
Email me at [email protected]
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.