July 25, 2018
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You may be surprised at how often I get pitches from advisors wanting me as a new client. If you include email pitches, it’s maybe five times a day, almost every day of the year. So, how do you stand out from your thousands of competitors? How do you catch the attention of a potential high-net-worth (HNW) client?
Interestingly, the advice I’d give you is remarkably similar to the advice I’d give someone soliciting for a charity. In both cases, be aware that the odds are against you. Any potential HNW client is already the target of an enormous number of solicitations. By the time you’ve heard of one of these individuals, so have a lot of other people.
Someone with a famous last name may have as many as 100 people a week soliciting her. Th...
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