Client Acquisition


Every day, high net worth clients switch advisors, and prime among the reasons is the quality of service. Our client acquisition speakers provide customized programs and strategies on ways to attract and recruit and ultimately retain wealthy clients.

Art Mortell

Bringing Sales Training & Leadership Development To Your Organization

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Bill Bachrach

Become the Confident Advisor: How to thrive in the new world of robo-advisors, DOL fiduciary standards, and the 5 Other Critical Industry Disruptions.

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Bill Cates

Helping You Get More Referrals, More Introductions & More High-Value Clients

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Bob Burg

Teachng You to Leverage Your Contacts into a Never Ending Stream of Prospects

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Bryce Sanders

Delivering Tools For Acquiring, Captivating & Understanding Top-Dollar Clients

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Dan Allison

Delivering a Step-by-Step Comfortable Approach to Earning Referrals & Achieving Real Results

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