Technology

New Online Marketing Academy Launched For HNW Market

Wendy Spires Deputy Editor 13 January 2010

New Online Marketing Academy Launched For HNW Market

Richard Weylman Inc, a Florida-based marketing consultancy, has launched an online learning academy for financial professionals working within the high net worth market called the Weylman Center for Excellence in Practice Management.

The Weylman Centre’s curriculum, which includes 41 video courses, is designed to help those working within HNW financial services to convert marketing concepts into practical business tactics; users are also given access to a suite of marketing tools, resources and research.

The product of two years of research and one year of testing in the field, the Centre is a direct response to the needs of advisors, agents and support personnel, the firm said in a statement, and is aimed at helping companies discover new opportunities, boost acquisition efficiency, bolster client retention rates, and educate their staff on exceeding client expectations.

“Financial professionals are finding that it isn’t enough to just be technically competent. Success today requires new, fresh and relevant marketing,” said Richard Weylman, the Center’s founder.

“We believe it is always possible to achieve a higher level of success in the affluent marketplace, and we look forward to constantly adding innovative tools and resources to our offering that enable professionals to achieve this.”

Client retention and the acquisition of new business are key concerns for many firms as they continue to ride out the market turbulence resulting from 2008’s financial crisis. As such, effective marketing will be high on the agenda this year and it might be expected that online training facilities such as the Weylman Centre will prove to be popular in today’s cost-conscious environment.

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