Segmentation & Targeting for Effective Positioning & Propositions
Create Personal Brand, Attract Leads & Value Positioning for HNWI and Family-owned Business Segment
This module provides learners with a comprehensive understanding and action plan to develop personal branding, and effectively segment and target potential customers in the HNWI and Family-owned Business segment.
Module Focus:
Client acquisition frameworks and strategies for HNWI and Family-owned businesses, creating personal brand and value positioning and propositions.
GCE 'A' Level (2 'A's and 2 'O's) or Diploma + 3 years relevant working experience
📜 Part of Certification: This is a core module of the SCFP-HNWI certification program.
The Challenge
The HNWI advisory market is highly competitive. Generic approaches don't work with sophisticated wealthy clients who demand specialized expertise. Most advisors struggle to break into this exclusive market segment and differentiate themselves.
The Solution
To attract leads in this segment, you must connect and build rapport fast with HNWI and business owners in this segment using our ABC framework of advocacy, brand positioning and connection social-proofing. Learn to create targeted strategies for customer acquisition and design value propositions that resonate with HNWI clients.
Key Outcomes
Develop your personal brand identity to attract leads in the HNWI and Family-owned business segment
Effectively segment the market and develop differentiated propositions to manage customer relationships to improve acquisition and closing ratios
What You'll Learn
Personal Branding & Market Segmentation
- •Creating your personal brand identity for HNWI segment
- •Understanding principles of market segmentation
- •Identifying and targeting potential HNWI and Family-owned Business clients
- •Analyzing client behavior and financial needs
Value Proposition Development
- •Crafting differentiated value propositions
- •Positioning yourself effectively in competitive market
- •Communicating your unique value to wealthy clients
- •Building compelling client acquisition messaging
Customer Acquisition Strategies
- •Designing targeted customer acquisition strategies
- •Strategic networking in affluent circles
- •Building referral networks in HNWI segment
- •Managing customer relationships for cross-sell opportunities
Practical Application
- •Develop personalized customer acquisition plan
- •Create customer acquisition strategies for HNWI segment
- •Design action plan to attract target customers
- •Implement effective account management approaches
Who Should Attend?
Course Fee & Funding
Contact Us for Course Fee Information
This module is part of the SCFP-HNWI certification program. Contact us for detailed pricing and IBF funding information.
Funding:
This course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg.
Frequently Asked Questions
Ready to Earn Your SCFP-HNWI™ Certification?
This module is part of the complete SCFP-HNWI certification program. Register your interest to secure your place in the inaugural cohort.