My earlier article on 10 Things Never to Say to Wealthy Clients attracted lots of attention, including an email from an advisor in Asia asking “How about things we should always say to HNW individuals?”
That’s a great idea, so I’m acting on it. In fact, you should say these things to clients of any wealth level.
Let’s assume you are talking with an interested prospect or a new client who has just signed on the dotted line. Here are 10 points you should make.
Your prospects have plenty of choice when picking an advisor. You want to come across as being a good fit.