The rules of success for community group involvement
How much do people know about you as a financial advisor or life insurance agent? Suppose someone across the room pointed you out. How would that person describe you, and...
Tag Archives: high-net-worth
Are you offering enough simplicity for HNW clients?
In working with the affluent — clients with a net worth between $5 million to $250 million — I’ve found they value simplicity, especially when they have complex financial planning...
Elevating your practice: Meeting the HNW while making a difference
If you want to target the affluent as clients, it makes sense to connect with people with enough money to donate to worthy causes. You can meet them while you’re...
Social prospecting: Meet people without looking desperate for a sale
If you are active in the community, you are going to find yourself networking at an event where you do not know anyone in the room. This can be scary,...
Meeting wealthy people through community involvement
Consider two statements: The wealthy like their privacy. Once people reach a certain level of wealth and success, they tend to give back to the community. The first statement makes...
5 rules of HNW cultivation
Making friends within the high-net-worth (HNW) community isn’t as easy as making friends at the school playground. It gets more complex as we get older, but it’s not impossible. You...
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...
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...
