Working with High Net-Worth Investors

Do you want to break into the powerful niche of working with high net-worth investors?
Don’t miss this class!

You’ll gain the tools, strategies, and confidence to attract and serve investors who bring in multiple, high-value transactions.

What you’ll learn:

• How to uncover investor pain points during conversations.
• The tax strategies every investor cares about (and how to present them without stepping into CPA territory).
• How to build your investor network for long-term referrals.
• Scripts, marketing pieces, and strategies to attract and convert high net-worth clients.

If you’re ready to stop chasing one-time buyers and start building a business that thrives on repeat investor clients, this class is for you.

🗓️ When: Wednesday, Sept 24

📍 Where: 165 S Union Blvd ste 250, Lakewood, CO 80228

⏰ Time: 12:00 - 1:00 PM

🍴 Lunch provided by Kyle Arenson with First American Home Warranty

Also check out other Workshops in Lakewood.