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,...
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,...
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...
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...
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...
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....
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...