By Bryce Sanders
You want to move your practice upmarket, and have identified business owners, professionals, or executives you want to meet. You join the right organizations, and it all comes together when you actually see potential clients at events. Knowing what to do next comes down to embracing an eight-point action plan.
Think about what you have done. You’ve met people as peers. You haven’t pushed or led with business. You’ve found interests in common that establish the rationale to see them again. You’ve developed a social relationship that could add a business component at some point. You had fun doing it.
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 can be found on Amazon.