Captivating the Wealthy Investor

Captivating the Wealthy Investor The Guide to Identifying, Meeting and Cultivating the Invisible Rich Are you a Financial Advisor planning to build a High Net Worth clientele? You need to identify, locate and meet the right people. Do Not Call legislation has changed the business forever. Social prospecting the High Net Worth community is a much discussed strategy, but many Financial Advisors find it challenging. Do you have questions? This book provides the answers! Identifying the Invisible Rich: – Some communities are know for being ‘wealthy’ but not everyone who lives there is wealthy. How can you find the ‘really wealthy’ areas? – Philanthropists are ideal prospects. You are looking for people with assets; they have money to give away. How do you find them? Where to Meet and Socialize With Wealthy Individuals: – Community involvement is a great way to meet successful people. What four characteristics make an organization ideal for meeting the wealthy? – Addressing a critical issue faced by a community organization is the fastest way to becoming an insider. What three issues are faced by most community groups? Talking to Wealthy People (And Getting Them To Like You): – You attend a party and see a billionaire across the room. What are three strategies for meeting them immediately? – Wealthy people make new friends. What makes a new person interesting to them? Transforming Wealthy Friends Into Clients: – What are the reasons friends do or don’t do business with other friends? How can they be addressed? – What are ten “one liners’ for asking friends to do business in a casual manner? Plus: – Financial advisors compete with traditional firms and new entrants to the market. Prospects may think “everyone’s the same”. How do you distinguish your firm? – The national Do Not Call registry has changed the face of prospecting. How do successful advisors build a clientele without calling people at home?