So you’ve decided to expand your client base through social prospecting. You’ve identified a few community organizations where your high-net-worth prospects are likely to show up and you would be a good fit. (If you haven’t, check out 9 Great, Good and OK Places to Meet Wealthy Prospects.) Now you need a strategy.
Here are 10 steps you would implement over a period of several months. Cultivating HNW prospects takes time. You are taking the long view. You want to develop social relationships first.
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