WebCasts:

Marketing to Affluent Women
Hannah Grove discusses unique characteristics of marketing to affluent women.

Traits of Elite Financial Advisors
Hannah Grove describes the client models used by the most successful advisors to the wealthy.



Representative Appearances:


Keynote Speaker, The Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Las Vegas, NV, April 16-18, 2008

Keynote Speaker, 9th Annual MarkeTrends Conference
Sponsored by Financial Research Corporation
Boston, MA, November 28-29, 2007

Keynote Speaker, Consultants House Forum
Sponsored by Globes – Israel’s Business Arena
Tel Aviv, Israel, September 2, 2007

Workshop Leader, Winning the Allegiance of Advisors
Sponsored by Financial Advisor
Boston, MA, June 19, 2007

Keynote Speaker, The Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Las Vegas, NV, April 19-21, 2007

Panelist, Womenvision Summit
Sponsored by AARP Foundation, Women's Leadership Circle
Tucson, AZ, April 12-15, 2007

Workshop Leader, Partnering With Accountants
Sponsored by Private Wealth
New York, NY, March 14, 2007

Featured Speaker, 9th Annual Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Chicago, IL, September 25-27, 2006

Featured Speaker, Trends in the Affluent Lifestyle
Sponsored by Elite Traveler
Geneva, Switzerland, September 13, 2006

Featured Speaker, The Future of Marketing & Value-Added Wholesaling
Sponsored by Charter Financial Publishing Network
New York, NY, May 8, 2006

Guest Lecturer, Trading & Investing
Wharton School of the University of Pennsylvania
Philadelphia, PA, April 3, 2006





A confidential list of private corporate clients is available upon request.

UNDERSTANDING THE WEALTHY
Hannah's proprietary research provides insights into this hard-to-reach market and sheds light on the mindset, behavior and unique characteristics of today's wealthy.


MAXIMIZING CLIENT RELATIONSHIPS
Having a complete picture of each affluent client's emotional and financial responsibilities will help identify their biggest problems and uncover new business opportunities.


ADOPTING BEST PRACTICES
Time-tested techniques can help every financial practioner improve the effectiveness of his or her business and quality of life.


PERFECTING THE REFERRAL PROCESS
The best way to reach affluent and ultra-affluent prospects is through the people and professionals they know and trust.