thecomplexestateIt was revealed in the 2012 Affluent Investor Study (Investors with $500K or more in investable assets) that if you maintain a business and social relationship with your client, there is an 86.3% chance they’ll introduce you into their spheres of influence.
In recent article provided by Wealthmanagement.com, maximizing referrals and introductions to the affluent are gained by focusing on your connectors. We couldn’t agree more.
It goes on to mention, that only 16% of affluent clients gave 3 or more referrals or introductions over the past 12 months. Not exactly a great result. 
So what is one to do when trying to build their “A” list of affluent clients? Focus on the process. Here are the first few steps in a list of 12.
- Develop your Ideal Client Profile.
- Select who to ask—the helpers, who trust you and have influence.
- Determine how best to ask—set the stage.
- Share your Ideal Client Profile.
Join us on Thursday at 11:00 am Central for our first of 4 InKnowVision Summer Marketing Bonus webinars.
Getting More “A” Clients with Guest Speaker Mark Sheer Register here
Filed under: Advanced Estate Planning | Tagged: Advanced Estate Planning, InKnowVision, Sphere of influence | Leave a Comment »
