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High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler        The nirvana for most professionals is to work only with high net worth clients.  The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally.   As with the famous line from Jurassic Park – “life will find a way” – so […]
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Prospecting Tip: Don’t go fishing in the forest
by Tony Vidler        If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]
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