A Subtle Approach for Meeting High-Net-Worth Referrals

RELATED CONTENT

4 Low-Key, Sincere Prospecting Strategies

The great thing about these approaches is that they help you get business by doing things you probably do anyway! Add a pinch of business finesse to your daily routines, and you'll find you're effortlessly generating prospects.

A Referral Conversation That Works Today

When client portfolios have taken a hit, referrals are usually the last thing on an advisor's mind. But it's actually an ideal time to broach the subject, and here's a way to do it with tact and success.

3 Powerful Persuasion Secrets That Get More Referrals

If you're looking for more ways to get referrals, here are some worthwhile gems from a new book.

Do High-Net-Worth Prospects Find You Likable?

You might look great on paper—but if an affluent prospect doesn't feel an affinity with you, he's going to take his business elsewhere. Here's how you can increase your popularity with members of the high-net-worth niche.