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In this three-part series, discover how a referral system can move you five degrees closer to a book filled with dream clients.
And hitting upon these clusters isn't as tricky as you might think. You simply need to identify the wealth-creation projects that bring the affluent together.
Put some of these questions into play to get the conversation going with officers and directors. By showing that you're in touch with the current economic and financial environment—and interested in making money for your clients—you'll capture their attention.
Executive one-on-ones don't come along every day, but when they do, the benefits are many. These intimate meetings provide the perfect opening for gathering important industry information, building your credibility, prospecting high-net-worth leads, developing valuable social capital, and much more.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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