Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly themes are a rainmaker’s paradise. Here are four basic requirements to getting started: 1. Frequency – We recommend monthly events, rather than quarterly. Elite advisors understand that the more non-business face time they spend ...
WealthManagement.com Freemium Content
"The Blessed Client Event" is FREE to access as a registered user on WealthManagement.com.
Why Register for WealthManagement.com? It's simple and free, and here is what you get:
- Reuters' dedicated Wealth Management news coverage, every single day.
- Interactive rankings of brokers and independent advisors.
- Access to our lively users’ forums to get inside info from fellow advisors.
- Insights from our proprietary research on topics like social media and practice management.
- Unlimited access to the Value My Practice profile tool.