HE'S BACK

In Conversation with David Friedman

"Engaging the High-Net-Worth Client During the Pandemic"

Tuesday, June 23rd | 11.00 AM – 12.00 NOON

Popular pundit and luxury marketing guru, David Friedman, returns in conversation with moderator, Alf Nucifora, to discuss marketing to the elusive high-net-worth client and customer during these chaotic COVID-19 times.

In this interactive Q & A session with the moderator and the audience, Mr. Friedman addresses the following issues that are on the minds of marketers who engage with the uber-wealthy:

• The biggest hurdles to more efficiently and effectively access and engage your next high-net-worth client
• Best practices and a proprietary methodology for leveraging data to ensure your referrals generate introductions by making the shift: From Hope Marketing (serving your clients well and hoping the referrals roll in) to Bespoke Marketing (crafting customized engagement strategies with your key ambassadors that deliver results). From “Outward In” prospecting approaches which result in the always asking, “How do I get to the prospect?” to referral-based “Inward Out” approaches that lead to real introductions. From open-ended Generic Referral Requests that result in “let me think about it and get back to you” to Specific Introductions
• Key tactics for deepening your key relationships during the Pandemic that will help you convert your clients into referral sources
• Best practices for prospecting during the Pandemic
• Case studies for how to best converse and engage ultra-affluent prospects

FEATURING:

David Friedman, Co-Founder, WealthQuotient

David Friedman is a pioneer in the wealth data and intelligence arena, being considered one of the world’s leading experts and an authority on the global ultra-affluent and high- net-worth market.
 
Prior to founding WealthQuotient, Mr. Friedman co-founded Wealth-X, the world’s only global ultra-affluent data and intelligence platform.  Prior to Wealth-X, he spent several years as Managing Director at CB Richard Ellis, advising global Fortune 500 companies on their location strategies, as well as consulting with sovereign wealth funds in the Middle East, Asia and Latin America on billion-dollar real estate development projects related to economic growth strategies. His client portfolio included the Saudi Royal Family, Bahraini Government, Kuwait Finance House, the Malaysian Sovereign Wealth Fund, Jumeriah Capital and the Government of Puerto Rico.
 
Mr. Friedman began his career at Oxford Analytica, the world’s leading geopolitical analysis and declassified intelligence firm. He also currently serves on their Advisory Board.

ZOOM CONFERENCE DETAILS:

• DATE & TIME: Tuesday, June 23rd
• TIME: 11.00 AM – 12.00 NOON
• PROGRAM FORMAT: 45 minute presentation, followed by 15 minutes of viewer Q&A

TO REGISTER:

• To view the presentation, please register below and a Zoom conference link will be forwarded to you prior to the program
• This program is available without fee to all members and guests of LuxeSF