MORE TO EXPLORE
Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
You have a strategy: your objective is to meet high-net-worth individuals by joining the world. Once they see you often and get comfortable with you, friendships develop and business should follow. Not from everyone, but you'll start getting signals from some people who want to talk business, or at least learn what you do. Where are you going to meet these wealthy people? You know the obvious places. The hospital board is composed of CEOs. Ditto the museum board. But you can only fit so many $500-a-ticket galas into your plan. There must be other places. You're right. The key is you need to invest your time and develop social relationships first. Check out the slideshow above for 12 local places where you can rub shoulders with wealthy individuals. These are just a few to get you started; you can probably think of many more!
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Sponsored by Silver Oak Securities Inc
The Advisor's Succession & Continuity Toolkit: A Guide to Building a Firm that Lasts

Sponsored by State Street Investment Management
Finding the Fairway: 9 Reasons Mid Caps Belong in Every Investor's Bag
