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This Aug 26th 11 AM EST
You'll Learn How 200+ Elite Advisors Are Signing High Net Worth Clients Today.
Apply it and sign 1-3 Clients With $5M+ in Investible Assets in the next 90 days.
Enter Your Name and Email below:
Attendees also get a free copy of Dave's best selling book -
The 60 Second Sale Shipped Directly To Their Office.
LIVE Free Workshop: AUG 26 AT 11 AM EST — FOR ADVISORS, CONSULTANTS & PROFESSIONAL PRACTICES
Date: Aug 26th 2026 | Time: 11AM EST
This Workshop Reveals How To
Land 1–3 Clients With $5M+ In Investable Assets In The Next 90 Days
Providing the exact same services you provide right now.
WITHOUT referrals, networking events, a big following, or a big marketing budget.
From Dave Lorenzo, author of The High-Net-Worth Advisor (Wiley)
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Who Am I To Promise You That?
Not a marketing coach. Not a motivational speaker.
This is all I do.
My name is Dave Lorenzo and over the last few years, I've helped attorneys, financial advisors, accountants, and consultants build practices that work almost exclusively with high net worth clients.
- Built Marriott's executive brand from $0 → $50M and Gallup's consulting practice from $0 → $255M
- Working exclusively with high-net-worth clients since 2002
- 200 personal interviews with elite advisors + 2,000 surveyed practices — publishing with Wiley this November
- Not opinion. Not ChatGPT. Decades of pattern data from practices already signing these exact clients.
Using what I'm showing you in this workshop, one advisor went from 15% to over 60% high net worth clients in 6 months.
Another landed 3 new $5M+ clients in his first 90 days.
Which Advisor Are You?
Ronald
Main Street Advisor - Takes Every Client
- 440 Clients — and brutal churn
- $1.3M in revenue a year working 80hrs a week. No family dinner without client messages.
- 40–60 new clients re-signed every year just to stand still
Brett
High Net Worth Advisor - Chooses His clients
- 62 Clients - Been with him for years
- $3M+ revenue per year · 2–3× more per client.
- 40 hrs work week. Haven't missed any of his sons baseball games for the last 5 seasons.
Same talent. Same credentials. Same skill set.
The only difference is who they let into the book.
What The EliteS Run Instead
The High-Net-Worth Client Attraction System
It's not credentials — I hold more than almost anyone, and stopped mentioning them ten years ago, because $5M clients don't care.
From 200 elite-advisor interviews and 2,000+ surveyed practices (publishing with Wiley this November), the elite run a five-part flywheel that does two things at once:
01 — POSITION
Become THE go-to expert for everything a high-net-worth client needs — the first person they think of the moment a problem shows up.
02 — PIPELINE
Get in front of these clients consistently — without waiting on referrals, networking randomly, or spending thousands chasing a following.
82% of the elite advisors studied Got this system dialed in.
Only One professional per profession per region can use this system at a time.
This system is so effective that if every
advisor in one region were to use it, there would be no High Net Worth Clients left to go around.
Look - This workshop will give you a roadmap to building the high net worth client attraction system out on your own.
Show up for 60 minutes and you'll walk away with a plan that can change your practice and your life.
Now the end of the workshop, you'll have the opportunity to sign up and work directly with me - only if you want to skip the trial and error and have my team hold your hand and build it with you in your practice.
This is how many advisors were able to sign 1-3 High Net Worth Clients within 90 days and grew their practice with just high net worth clients.
Just 1 client will pay for the investment with me for years.
But - because this system is so effective - we can only serve one professional from each profession in a region at one time.
Other gurus try to sell everybody the same "secret" method... but after 100s of people use said method, it loses it's effectiveness.
Then everyone competes with everyone else and no one is growing.
So when we take on advisors, we only work with 1 per profession per region.
That means 1 financial advisor, 1 attorney, 1 accountant per region as an example.
This way, we make sure each advisor we help is guaranteed to sign high net worth clients within 90 days and can keep growing their practice using what we teach.
So if that's you, then I look forward to seeing you on the workshop.
Frequently Asked Questions
I've never worked with high-net-worth clients. Is this for me?
Yes. Most professionals in the research started below the threshold. If you apply what I teach here, you can get high net worth clients too.
Do I need a big network or social media following?
No — that's the point. The system builds the network. You need 3–5 hours a week and ten years of being good at your job. You likely already have the latter.
Is this for financial advisors only?
No. Advisors, consultants, attorneys, CPAs, insurance and M&A professionals. Same system, different rooms. If you need high-net-worth clients, this will work for you.
Is 1–3 clients in 90 days realistic?
More than half of the advisors implementing this system landed their first high-net-worth client inside 90 days. It's a target, not a guarantee — and I will tell you directly if I don't believe this method will work for you
How long is the workshop
60 minutes plus live Q&A.
AUG 26 AT 11AM EST — FOR ADVISORS, CONSULTANTS & PROFESSIONAL PRACTICES
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