Investment Executive | Get the most from influential clients
Your top clients have acquaintances who share their interests.
Connecting with “influential clients” can lead you to more high net-worth referrals.
And making those connections can be much easier than you think, says Simon Reilly, a business coach and founder of Leading Advisor Inc. in Parksville, B.C. In fact, your “keys to the VIP” (very influential persons) could be close at hand.
“Start by really getting connected with your own high-net worth clients,” Reilly says. “Influential clients will share values with similar like-minded people.”
Although you shouldn’t assume all high-end clients are the same, Reilly says, they often share many common concerns, such as specialized tax planning.
Reilly offers the following advice on how you can become better connected with clients of influence: