Bryce Sanders is president of Perceptive Business Solutions. He provides high net worth client acquisition training for the financial services industry. His book, Captivating the Wealthy Investor, is available on Amazon. Contact him at [email protected].
The qualities that will keep people interested and keep the conversation going.
Social prospecting involves being in the right place, making new social connections, getting to know people over time and introducing business when appropriate. It starts with that initial conversation.
Social cultivation is the name of the game when it comes to developing relationships with wealthy prospects.
The seven sources of getting business from your involvement in community and nonprofit organizations.
If you want to build a clientele of high net worth individuals, you must become part of their world.
You joined an organization and show up at events but only meet a few of the members. Where are the rest hiding? You need introductions from the people who know where to find them.
People do business with people they like. But first, they need to meet you and get to know you on a social level. What next?
The four characteristics of the ideal community organization for you.
If you don’t do an adequate annual review with your clients, your competitors will.
Your clients are probably sophisticated enough to take a down day or week in stride. But a few weeks into a market free-fall, some might be a tad ruffled.
Your clients are probably sophisticated enough to take a down day or week in stride, but a few weeks into a market free fall, some might rattle a tad.
