3 easy steps for meeting HNW prospects
You might be involved in the community, a guest at a wedding or at a college alumni event. Whatever it may be, you have opportunities to meet many people, including...
Tag Archives: high-net-worth
10 ways to get on someone’s radar
Have you ever come across a person with the potential to be a great prospect? There’s just one problem: You don’t know them. How can you change that? Let’s look deeper....
Who do high-net-worth people want to know?
Television often portrays high-net-worth individuals as arrogant and intimidating, adding drama to on-screen plots. It’s not reality, though. So there’s no need for financial advisors to steer clear of high-net-worth...