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Seek out prospecting activities that offer you the best chance of getting attention and showing the value you bring to client relationships. Within these venues, position the situation to your advantage by being the one who sets a positive tone for all.
Annual shareholder meetings are rife with prime prospects. Prepare now to hit your marks once the meeting season opens.
Attending annual meetings takes you outside your comfort zone, where you can meet and start building ties to board members. Anchoring yourself to this new community through systematic contact can help turn leads into clients—and then more leads. Arrive early, stay late—and have a plan.
Don't miss events like annual shareholder meetings, which can provide a hospitable atmosphere for finding profitable opportunities.
Make annual shareholder meetings an important part of your prospecting and client-service strategies. You'll be able to gather valuable information, ask insightful questions, meet high-net-worth prospects, and enjoy a refreshing respite from your daily grind.
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