Connecting and Building Trust with High Net Worth Individuals (HNWIs)

Generic Category: Communication (2  Generic CPD credits awarded, subject to KEO’s approval)

Course Duration: 2.5 hours

Funding available: Nil

Course Outline

Part 1: Understanding High Net Worth Individuals
– Definition and characteristics of HNWIs
– Psychology and motivations of HNWIs
– Identifying the needs and expectations of HNWIs

Part 2: Building Rapport and Authentic Connections
– The importance of authenticity in connecting with HNWIs
– Effective communication strategies for building rapport
– Leveraging emotional intelligence in interactions with HNWIs

Part 3: Cultivating Trust and Credibility
– The role of trust in relationships with HNWIs
– Establishing credibility and expertise
– Handling sensitive information with discretion and confidentiality

Part 4: Tailoring Services to HNWIs
– Customizing services to meet the unique needs of HNWIs
– Providing personalized experiences and solutions
– Anticipating and addressing potential challenges and concerns

Part 5: Managing Long-Term Relationships
– Strategies for nurturing long-term relationships with HNWIs
– Proactive relationship management and client retention
– Continuously adding value and exceeding expectations

Course Synopsis

This course aims to equip participants with the skills and strategies necessary to effectively connect with and build trust among High-Net-Worth Individuals (HNWIs). Recognizing the unique needs, preferences, and expectations of HNWIs, the course delves into various aspects of communication, relationship-building, and trust-establishing techniques tailored to this demographic. Participants will gain insights into the psychology of HNWIs, understand the importance of authenticity and discretion, and learn practical approaches to cultivate meaningful connections and foster long-term trust-based relationships.

ABOUT THE TRAINER

Bernard Soo