From Overlooked to Overbooked: 5 Steps to Attract High Net-Worth Clients
Upcoming Webinar
August 25 at 11:00 AM PT | 2:00 PM ET
No one handed advisors the secret script to make ideal prospects say, “I have to work with you.” Derrick does. In this exclusive webinar, he reveals exactly what to say to attract and convert high-value clients so advisors stop chasing and start growing fast.
What you can learn:
- 5 steps to build a million-dollar+ business
- The #1 communication mistake that kills trust in 60 seconds
- How to quickly connect with $3M-$10M+ prospects
- The simple phrase that helped one advisor land a $7M client
- Connecting with pain to make it rain
Reserve your spot today.
Dan Bolton is Chief Marketing Officer at Wealth.com, where he leads brand, demand generation, communications, and go-to-market strategy for the industry's leading estate and tax planning platform. Recognized as a 2024 ThinkAdvisor NextGen Rising Star and a 2025 InvestmentNews Rising Star, he was also named a finalist for CMO of the Year at the 2025 ThinkAdvisor Luminary Awards and the upcoming 2026 Wealth Management Industry Awards. Outside of work, Dan enjoys running through Atlanta and spending time with his family.
Derrick Kinney is a former top-1% advisor turned coach, author, and sought-after speaker. He built and sold one of America's premier financial planning firms, was recognized by Forbes and The Wall Street Journal, and now teaches advisors how to use simple, powerful language to connect with affluent clients and grow with confidence. As "America's Financial Educator" and a LinkedIn Top Business Strategy Voice, Derrick shows advisors what to say and do so that $3M-$10M clients lean in instead of tuning out.
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