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What to Say (and What NOT to Say) to Wealthy Clients
Manage episode 517051159 series 3627205
Ever overthink every word when speaking to a wealthy prospect?
Talk yourself in circles trying to impress?
Yeah—most professionals do.
And it costs them the deal.
In today’s episode, you’ll hear the story of a financial advisor who almost lost a $20 million client—not because he lacked expertise…
But because he was trying too hard to sound like he had it.
We’re breaking down one of the most common sales mistakes in high-end markets: using complexity to prove competence.
And we’ll show you the simple shift that makes ultra-wealthy clients actually lean in.
🎯 In this episode:
- Why “sounding smart” is often the fastest way to lose trust
- What high-net-worth clients really want to hear
- How to speak with quiet authority—and make the right people pay attention
📘 Want to attract high-net-worth clients without overcomplicating your pitch?
Grab your free copy of The Affluent Marketing Blueprint at
#LuxuryClients #FinancialAdvisorMarketing #TrustedAdvisor #AffluentSales #HighNetWorthClients #SalesPsychology #AuthorityMarketing #VelvetRopePlaybook #GetWealthyClients #ClientCommunication
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