An upcoming virtual workshop, “From Click to Commitment: Capturing Ultra-High-Net-Worth Clients,” is scheduled for October 14, 2026, between 1:00 p.m. and 3:00 p.m. EST. The session, led by Maggie Swift, explores the full decision-making path that ultra-high-net-worth (UHNW) clients follow before committing to a professional service. It examines the specific cues and trust indicators that shift potential buyers from initial interest to serious consideration at every stage.
Maggie Swift, co-founder and CEO of Unframed Digital, will lead the class. She has over a decade of experience in delivering measurable growth through tailored digital strategies and has managed over $3 million in annual SEO click value.
Attendees will learn how to build a connected system encompassing nurturing and marketing that captures the right information, delivers personalized content, tracks engagement, and ultimately turns qualified prospects into clients. The class will cover topics such as portfolio organization, authority-building, CRM, marketing automation, and the final handoff.
The class will provide attendees with a clear map of their own click-to-client journey, a framework for evaluating their website and portfolio, and a blueprint for a lead capture-and-nurture sequence. After the class, attendees will have the ability to identify opportunities for growth and optimization, confidence using data to guide marketing and SEO decisions, and practical insights to improve website performance.
The workshop will be conducted through Zoom webinar, and all attendees need is reliable internet access and computer speakers with good volume. BOH Insiders will have unlimited free access to the class.
Maggie Swift’s expertise in the architecture and interior design industries will provide attendees with valuable insights on how to capture UHNW clients. Her experience in managing digital strategies for clients such as Rocky Mountain Hardware and Engel & Völkers will be shared with attendees, giving them a unique perspective on how to enhance their digital presence.