10 Fun Ways to Meet Wealthy Prospects

Everyone wants wealthy clients.

Let us agree on the assumption that if you meet people outside of a business context (i.e., they did not walk into your office), you need to develop a social relationship first.

For instance, if your personal goal is to marry a wealthy person, you wouldn’t start every conversation by saying, “Will you marry me?”

People tend do business with people they like. You need to meet them socially and get them to like you first. Then you can see where it goes.

Let’s start with the assumption that you are a regular person. You aren’t wealthy, but you are presentable, outgoing and successful at your job as a financial advisor.

We should also assume you have a few interests. To put it another way, you would not join a golf club and try to get paired with other players if you couldn’t play golf.

See the slideshow for 10 places where the average person can mingle with the wealthy.

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.