Capitol Financial Group, Inc.
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Institutional Consulting

Our turn-key program for financial service firms enables them to work more effectively with their high net worth clients. We transfer the same consulting skills into the financial services environment that we use successfully in our direct work with clients.

The program's service includes:

  • Development of the firm's marketing plan

  • Training of client service representatives or consultants on:

  • the unique needs of high net worth individuals

  • business, legal, financial, emotional and investment needs

  • personalized service requirements

  • how to prospect potential clients

  • how to sell to high net worth individuals

  • the role of financial modeling in working with high net worth individuals

  • case design and management

  • Marketing support

  • Client service support, including development of custom financial models.

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