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10 Places to Meet Ultra-Wealthy Prospects This Fall

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Related: 9 Lessons Advisors Can Learn From Queen Elizabeth II

Event-based fundraising is one of the key strategies nonprofits and cultural institutions initiate to get high-net-worth and ultra-high-net-worth people through the door and into the cultivation funnel.

If you have a client serving on the board at the museum, they may be expected to “buy a table” at the gala. They need to fill those seats, so they invite their peers who are also wealthy. 

The guests are now under an obligation to reciprocate. Fortunately, they also serve on a board. They have their own seats to fill. These gatherings of eagles are only one way advisors can rub shoulders with the really wealthy, but these opportunities do not come cheap.

Let’s look at 10 opportunities open to most advisors living in a large city. Some are specific examples; others are generally applicable to most big cities.

Getting into the company of ultra-wealthy people is not as difficult as you might imagine. It just costs money. Your objectives are establishing a presence and building relationships.

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.