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This course provides ambitious financial advisors with a proven system for finding, and winning clients with seven and eight figure investment accounts. If your goal is to make more money serving fewer clients, How To Attract The High Net Worth Investor can be your secret weapon.

Buy Now US$ 99.99
Buy Now US$ 99.99

Do you have enough High Net Worth (HNW) clients on your book?

As a fee-based financial advisor, you earn roughly ten times more managing a client with one million dollars in investable assets than you would managing a client with one hundred thousand dollars to invest — but it's not ten times as hard. ​

The problem is, people with seven or eight-figure investment accounts are hard to find and most are already being managed by one of your competitors. Ambitious financial advisors can feel handcuffed, resigning themselves to waiting decades in hopes that a few of their existing clients blossom into the HNW category. ​

The alternative is to learn how to find and consistently win HNW clients now by using the proven system taught in this course. "How To Attract The High Net Worth Investor" will teach you:

*How to segment the HNW market so that your sales and marketing resources are spent reaching the most affluent investors

*How to avoid the biggest mistake most financial advisors make when approaching an HNW investor

*How to tap into the psychographics of the HNW investor to build long-term, trusted relationships

*The most efficient way to reach HNW investors

*How to win HNW clients through referrals from other professionals such as accountants and lawyers.

If you have any questions about the course, please email​​

"How To Attract The High Net Worth Investor" gives you a system for consistently acquiring HNW clients. Even if you were to win just one new client using the approach taught in this class, you would garner an incredible return on your course investment. And we make it worry-free with our 100% money back guarantee: if you're not completely satisfied for any reason whatsoever, simply let us know and we will refund your money immediately.

"How To Attract The High Net Worth Investor" provides you with a proven blueprint for making more money while serving fewer clients -- let's get started.

Buy Now US$ 99.99


John has presented on numerous topics concerning the small business segment to the Wells Fargo small business team. John has proven to be an amazingly insightful and entertaining speaker (it's truly an edutainment experience) through which he paints a wonderfully vivid picture of the mind of the small business owner and how to reach him/her via strategic initiatives. My team and I have always found his input and feedback into our strategic planning process to be invaluable and many of the terms/phrases he coins for success factors within the small business market quickly become part of our own internal lexicon. I would highly recommend him to any organization who is looking to benefit from an outside expert's perspective

Robert Ruffin

Senior Vice President, Wells Fargo

John is a recognized small business expert as well as a very successful entrepreneur. John is also an excellent communicator and is an engaging, confident and highly effective speaker in settings with several hundred attendees as well as small group and individual client settings. I highly recommend John as a speaker and industry leader.

Bruno Perreault

Senior Vice President, MasterCard Worldwide

John is a very engaging subject matter expert and educator on the small business market. Over the last several years I've had the opportunity to attend several of John's presentations, and have learned more each time as he continuously updates the material and examples he references. I would highly recommend John as an articulate contributor to strategy and positioning in the small business market, as well as an educator on the challenges and opportunities presented to small businesses.

Matthew Morrison

Tirna Partners

Throughout my career, I have had the opportunity to work with John Warrilow on numerous occasions. While John and his company provide valuable and insightful information for my company to leverage - the distinguishing factor is the method with which it is delivered: John's exceptional public speaking and presentation skills.

Sonja Jowett

Vice President, Bell

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1 Who Is The High Net Worth Investor?

When most of us think of the high net worth individual, our mind goes to picture movie stars, athletes or lottery winners but that paints an inaccurate description of who the high net worth investor really is. In this section, you'll get a breakdown of the facts.

  1. Who do you consider to be a High Net Worth (HNW) Investor?
  2. Who Is the High Net Worth Investor?
  3. How well do you know the HNW segment?

2 How To Avoid the Biggest Mistake Financial Advisors Make in Targeting the HNW Investor

The vast majority of financial advisors (including your colleagues and competitors) make this simple mistake when targeting HNW investors.

  1. The Biggest Mistake Advisors Make When Targeting the HNW Investor
  2. Will you make the same mistake your competitors make?

3 Understanding the Key Drivers of Business Value

Based on an analysis of more than 14,000 businesses, this section reveals the factors that contribute to (and detract from) the value of a business owner's company.

  1. Understanding the Key Drivers of Company Value
  2. The Key Drivers of Business Value

4 One Market, Three Kinds of Owners

This section will give you an overview of the three kinds of business owners based on their psychographics known as Mountain Climbers, Freedom Fighters and Craftspeople.

  1. One Market, Three Kinds Of Business Owners
  2. Understanding what motivates the three types of business owners
  3. Using the worksheet attached, take a moment and write down the names of a few business owners you know. Categorize each as a Mountain Climber, Freedom Fighter or Craftsperson and make a note as to why you selected the type you did.

5 Attitudes Towards Money

This section reveals the surprising attitudes towards money each type of business owner exhibits.

  1. Mountain Climber, Freedom Fighters, Craftspeople And Their Attitudes Towards Money
  2. Based on what you know of each type of business owner so far, which type of owner do you find most attractive as a potential client?

6 How To Find Business Owner Clients

This section describes where you would go and who you would partner with in order to find Mountain Climbers, Freedom Fighters and Craftspeople.

  1. How To Find High Net Worth Clients
  2. Using the attached worksheet, make a list of the professional referral sources you will target in the next 12 months.

7 How To Win HNW Clients

This section will show you how to position your practice to attract Mountain Climbers, Freedom Fighters & Craftspeople

  1. How To Win Mountain Climbers Freedom Fighters & Craftspeople

8 Leveraging The Value Builder System

This step describes a proven system you can use to position your practice for business owners.

  1. Leveraging The Value Builder System
  2. Click the link below to request a personal, one-on-one demonstration of how to capitalize on The Value Builder System in your practice.
Buy Now US$ 99.99
Buy Now US$ 99.99


John Warrillow

Founder, The Value Builder System™ Author of Built to Sell: Creating a Business That Can Thrive Without You; The Automatic Customer: Creating a Subscription Business In Any Industry; and Drilling For Gold: How Corporations Can Successfully Sell To Small Business Owners.

Featured Book

Built to Sell: Creating a Business That Can Thrive Without You

Warrillow, John

Published: 2012-12-24 by Portfolio. 176 Pages. ISBN: 9781591845829

The Automatic Customer: Creating a Subscription Business in Any Industry

Warrillow, John

Published: 2015-02-05 by Portfolio. 224 Pages. ISBN: 9781591847465

Buy Now US$ 99.99