How to Define & Target Ultra-High-Net-Worth Clients on LinkedIn with Precision Using Perplexity AI
Dan Reddish
Co-Founder, AI Wealth Partners | Helping Wealth Managers & Mortgage Brokers Scale with AI & Automation | HNW & UHNW Client Attraction & AI Specialist
Targeting ultra-high-net-worth individuals (UHNWIs) isn’t just about broad outreach—it’s about precision. In this video, we’ll show you how to define and segment the UHNW market in the UK, uncover key demographics, and craft a targeted LinkedIn strategy using Perplexity AI.
Learn why niching down is the key to attracting the right clients, how to position yourself as a go-to expert, and how data-driven insights can refine your marketing approach. Whether you're focusing on entrepreneurs, executives, or family offices, this guide will help you stand out in the competitive wealth management space.
?? Watch now to transform your UHNW strategy!