When John Sileo talks identity theft, he speaks from experience. The identity theft expert was first hit by one of his clients who embezzled $300,000. Then, someone bought a house in his name. So Sileo, CEO of sileo.com and author of Privacy Means...
San Diego: “I travel in affluent circles, many of my good friends are affluent, but I’ve never asked any of them for their business,” mused Jane prior to a role play exercise during our Rainmaker Retreat, and...
As next generation investors settle down, accumulate wealth and build up investable assets, they will become an attractive opportunity for financial advisors. But these Millennials can be easily misunderstood...
You’re meeting with a prospect and something doesn’t feel right. You can feel their reluctance. Maybe you get the sense they’re holding back information, maybe they answered a question oddly. ...
Memphis: “I don’t disagree with you about the importance of getting social with affluent clients. And your research makes a lot of sense that socializing in affluent circles is a key component to any...
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us dread it. Some of us thrive on it...
All of us operate from the same relationship hierarchy both personally and professionally. That hierarchy is illustrated below:
What is the difference between each of the levels in the relationship pyramid above? I believe there are three ...
