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You need to keep the pipeline filled with prospects. It's a full time job. As an experienced professional you have strategies that work for you. Here are several to consider. Some might be your favorites, others are new "think outside the box" ideas.
1. Companies reorganizing, pt.1: Musical chairs is a game that's played often in the corporate world. The reason is often cost-cutting. The local business journal and financial pages tell you about local reorganizing. They might be thinking "Are we getting the best deal on our employee benefits plan?" Offering an answer might get you through the door.
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Bryce Sanders
Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”
