Prospect While Your Performance Is Hot

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20 Ways to Convey Your Value Without Scaring Off HNW Investors

After meeting the prospects you've targeted, impressing them with your value, and zeroing in on their world views, don't let the process stall. Follow these tested strategies for reinforcing your value and win over those high-net-worth investors before you make your pitch.

Convince Prospects to Change Course

Follow these four steps to differentiate yourself and focus prospects' attention on what you can deliver. You'll stimulate their desire to follow you in a new direction. And they'll have confidence in your ability to provide them with a positive outcome.

Generate Reports That Will Answer Client Questions

See how one resourceful advisor used a five-step creative process to develop a reporting method geared to absolute-return investing—a report that enhances each client's perspective on investment performance and helps him gather assets.