Clients can be demanding, and when markets become volatile they can even get angry. It falls to you to differentiate yourself, and your services, from the behaviour of the markets.
Content editor Jessica Bruno, who covers advisor-client relations extensively, says wealthy clients tend to be demanding, expecting everything from coordinated portfolio, tax and estate guidance to assistance mapping out their legacies.
So it helps if an advisor can read up on how to navigate events these high flyers attend – including fashion shows and exclusive tasting menu foodie events. Bruno gives readers an inside look at how to run in these circles in her Moving With Millionaires column.
And, when it comes to prospecting, Bruno’s stories provide networking tips and best practices, regardless of whether your aim is to widen your current client base or cultivate relationships with people in niche industries.
Here’s a straightforward list of her stories on the topic:
- How to calm angry clients
- Guide wealthy clients’ donations
- Take clients to a fashion show
- How to properly wine and dine clients
- 4 networking tips
- How to network better
- Attract clients from the oil and gas sector