414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
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414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
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In a world where AI is changing how financial advisors do business, one thing is becoming more valuable than ever: genuine human connection. But are you using the right words to attract your ideal clients, build trust, and stand out from the competition? In this episode, I'm joined by returning guest Derek Kinney, who shares the powerful communication strategies behind his wildly popular presentation at Future Proof. We're breaking down three critical moments that can make or break your ability to attract high-net-worth clients, along with practical scripts, questions, and small shifts in language that can make a massive difference in your business.
In this episode you will learn:
- How to answer "What do you do?" in a way that immediately connects with your ideal clients.
- What to say when prospects tell you they already have an advisor or don't remember requesting information.
- The powerful questions to ask during prospect meetings that build trust and turn conversations into clients.
- How to stand out on LinkedIn by creating a memorable, authentic personal brand in an AI-driven world.
From your elevator pitch to your prospect conversations to the way you show up online, the words you choose matter. Derek shares actionable strategies you can start using immediately to create stronger connections, differentiate your firm, and attract more of the clients you actually want to serve. Because at the end of the day, growing your business isn't just about what you know. It's about making people feel understood, valued, and confident that you're the right advisor for them.
Find Derreck on LinkedIn HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
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Learn more about T2MWorks HERE!
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Connect with Libby on LinkedIn HERE!
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