Financial Advisors across the country have consistently voice three challenges when asked about marketing to High Net Worth (HNW) individuals:
- I’m having difficulty building a HNW clientele. I don’t know these people because I don’t move in the same circles.
- I know who these people are but I don’t know how to talk with them in social situations.
- I know these people; they know who I am and what I do for a living but they have never approached me.
- How do I transform social relationships into business relationships?