sooooo, in my ten years of doing this, i have never before had the opportunity of earning the business of an uber-rich individual.
a little background-
his brother forwarded him (the 'whale') my information after coming in to meet to discuss tax-free munis (which is the lion-share of my practice). the brother than came in who is only worth 11 mil. asked, on behalf of his brother, if I would forward at least five references of my top bond buying clients for his brother (the large prospect) to call on and basically get some perspective on my approach, my practice, etc. etc.
after getting permission from my clients to give their contact info to this guy, I forwarded the list. a list of 10 references. by last week, Mr. Whale had actually called every single reference I provided.
I was told that everything 'checked' out. So, he and his wife are flying up on Friday to meet with me and my assistant.
If anyone is interested, I'd be happy to keep you posted with how this all goes down.
In the meantime, I would greatly appreciate hearing from anyone of you who have had a similar opportunity. Successes, failures, insight, do's and don'ts. anything.
Ultimately, I'm in touch with the fact that high-net worth folks want premium accessibility to his/her advisor, among other things.
potential downside: he's basically an accountant
liquid assets- approx 60 million.
thanks in advance for any and all advice!!!
quick note**= if I get hired, I will be his bond guy. just bonds. i wouldn't mind hearing from any of you (except of course, Meletio and his 23 screen names), but specifically, those of you who really specialize in Munis would be a bonus!! again, thanks in advance!