We are seeing light at the end of the tunnel. Soon many of us will be back out in the community (figuratively) rubbing shoulders with people. When you attend an event with lots of high-net-worth people present, how do you fit in?
As an advisor, you want to break into HNW circles and be accepted into the group. Check out the gallery for ways to make the most of every opportunity to mingle and meet people.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” is available on Amazon.