Book A Private Strategy Session to Help You Solve Your Biggest Challenge Attracting More Wealthy Clients

 

If you work with the affluent — whether you’re a service professional, consultant, designer, wellness provider, financial advisor, real estate agent, or you sell any high-end product — you already know that wealthy clients operate differently.

Their expectations are higher.
Their decision-making is different.
And the small details matter more than most people realize.

But even those who work with the affluent eventually reach a point where they think:

“I want someone who can look at what I’m doing and tell me exactly how to bring in more affluent clients.”

That’s what I will do for you in our Private Strategy Session.

This is a focused, up-to-one-hour Zoom conversation where we break down what’s working, what’s not, and what needs to change so you can consistently attract, engage, and win more wealthy clients.

Examples of the Types of Questions
People Bring to the Session

  • “I want a clear plan for getting in front of more high-net-worth buyers.”
  • “My messaging appeals to ‘nice’ clients, not wealthy clients — how do I change that?”
  • “I’m close to landing affluent clients, but I’m not converting them — what needs to shift?”
  • “I want more wealthy clients, but I’m not sure what changes I need to make.”
  • “I keep attracting people who aren’t truly affluent — how do I fix that?”
  • “Affluent prospects show interest, but they never follow through. Why?”
  • “I’m tired of clients who can’t afford the level of service I provide — how do I shift upmarket?”
  • “Wealthy people like what I offer, but they’re not choosing me — what am I missing?”
  • “I’m doing all the right things, but I’m not getting enough affluent clients in the door — what should I adjust?”

These are practical, real-world challenges — and solving even one can create a dramatic improvement in your ability to attract the affluent.

What You’ll Get During Your Private Session

During your one-on-one Zoom call, you’ll receive:

Clear, direct guidance

No abstract theory. You get a specific advice tailored to your situation.

Messaging and positioning recommendations

Exactly what to say, how to say it, and how to present your value.

Insight into affluent decision-making

You’ll understand why the wealthy respond the way they do — and how to align with it.

Actionable next steps

A simple, practical roadmap you can implement immediately.

You leave the session knowing exactly what to do next to attract more wealthy clients — with clarity and confidence.

A Simple Guarantee: If You’re Not Satisfied, You Don’t Pay

This session is designed to create real value quickly.
No dragging things out. No vague answers. No fluff.

And because I stand behind the quality of what you’ll receive:

If you don’t feel the session was genuinely valuable, there is no charge.
No debate. No hassle. No explanation required.

This guarantee exists for one simple reason:
I want this to be a zero-risk decision that delivers meaningful insight and direction for you.

I’m ready to get started

Proof From the Field

Financial Services

“Mark helped me refine my brand so it matched the expectations of ultra-affluent families. The shift in how I presented myself completely transformed the relationship with a $25M prospect, who moved their full portfolio within days.”
— Jason Ellington, Private Wealth Advisor 

Consulting / Professional Services

“My message wasn’t connecting with wealthy clients. Mark helped me articulate my value in a way that finally resonated with the affluent. It changed how I carry myself — and I closed a $48,000 engagement shortly after.”
— Brandon Cole, Consultant 

Interior Design / Home Services

“Mark immediately spotted why I wasn’t resonating with affluent clients. With a few adjustments to how I positioned my work, I began attracting wealthier homeowners — and closed two high-end projects the same week.”
— Rachel Mendel, Interior Designer 

Concierge Medicine

“Mark helped me elevate my brand so it aligned with the expectations of high-net-worth patients. The changes we made strengthened my positioning, allowed me to raise my retainer, and actually improved the way patients perceived the practice.”
— Dr. Steven Langford, Concierge Physician 

Luxury Real Estate

“Mark showed me how to present myself in a way that affluent sellers take seriously. One shift in how I framed my value completely changed the conversation — and helped me secure a $4M listing that had been slipping away.”
— Melissa Darrow, Broker 

Investment for the Private Strategy Session

Your private, up-to-one-hour Zoom session is $495.

This includes:

  • A focused deep dive into your biggest challenge attracting affluent clients
  • Clear, specific guidance tailored to your situation
  • Messaging and positioning recommendations you can use immediately
  • Practical steps you can implement the same day
  • Strategic direction grounded in my experience as the author of 6 Amazon #1 bestsellers and creator of the #3-ranked marketing podcast

 

And remember…Should you feel the session didn’t deliver clear, practical direction, your payment is fully refunded.

Ready to get started?

How to Book Your Private Strategy Session

To reserve your session, please follow these three steps:

1. Complete the Brief Questionnaire

Share details about your business, your current challenges, and what you want help with.
This allows me to review your situation in advance and ensure the session is a good fit.

2. Submit Your Fully Refundable Deposit ($150)

Your deposit shows commitment and holds your place in line.
It will be applied toward the $495 session fee if we move forward.

3. I Personally Review Your Submission

Within a short time, I’ll review your questionnaire and determine whether I’m confident I can deliver meaningful value based on what you’ve shared.

  • If I believe I can help:
    I’ll reach out directly to schedule your session and provide the next steps.
  • If I don’t believe the session will benefit you:
    I’ll immediately refund your full deposit
    and send you a complimentary electronic copy of my book, The Affluent Marketing Blueprint.

No hassle. No hard feelings.
Just a simple, high-integrity process designed to ensure that every session delivers genuine results.

 

Click Here To Get Started

My products are sold for educational purposes only. Please understand the results I'm sharing with you are not typical. I’m not implying you’ll duplicate them (or achieve anything for that matter). The average person who buys any “how to” information gets little to no results. Everything on this page are references for example purposes only. Your results will vary and depend on many factors …including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please do not get this product.