HNW practices are driven by relationships. Every advisory knows this. A big issue is that advisors don't have a system in place to nurture these relationships. Top-of-mind is great but mind-share is better. Advisors need to find out how to be within an ideal prospects sphere of influence. It starts with meeting HNW prospects where they are - with what interests them.
John helps businesses with high net worth clients Cut Through the Noise, Cultivate Relationships, and Increase Referrals. He is founder and president of Triple R Media.