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11 ‘Credentials’ That Give You an In With the Wealthy

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Advisors earn credentials — CFP, CFA, PFS, the list goes on. Those letters after your name give prospects confidence that you know what you are doing. But they’re the cost of doing business.

To really stand out from the crowd, especially among people of means, you need to have a different set of credentials. Ones that make prospects feel comfortable doing business with you.

Here is the good news: None of them (OK, maybe one of them) involve going back to school; you likely possess them already. Check out the gallery to learn how to channel your personal life and experiences into “credentials” that boost your credibility among wealthy prospects.