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People gravitate toward others who share their passions. Build relationships with high-net-worth prospects by helping them enjoy what they like to do.
Horsesmouth Essential: Giving a presentation to a group of high-net-worth investors can rev up any advisor’s anxiety. After all, these are your most desirable prospects, and securing their business can be a game changer. The pressure is inevitable—but you can learn how to defuse it.
Horsesmouth Essential: It’s no secret that high-net-worth investors are heavy social media users, and that their network of choice tends to be LinkedIn. But you have to do more than just “be on LinkedIn” to connect with these people. You need a system in place that will consistently lead to quality connections.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025