Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

22 Places to ‘See and Be Seen’ Over the Holidays

Your article was successfully shared with the contacts you provided.

Related: 12 Unexpected Places to Find Wealthy Prospects

It’s December. The Christmas movies have been on TV for at least six weeks. We consumers are encouraged to spend more. After nearly three years, starting with lockdown followed by cautious masked movement, people are gathering again. Where can you mingle with HNW individuals in your local area?

We are talking about connecting, not prospecting. You will be engaging with people in short bursts, often referred to as “grip and grin.” You want to become a familiar face. You want to gain traction and be able to say: “We met at that event in December.”

December is an ideal time to meet HNW individuals who might be behind locked doors or screens 11 months of the year. Here are several places where I expect to rub shoulders with the seriously wealthy in our area. You have similar places in your locality.

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.