Bryce Sanders, president of Perceptive Business Solutions, reveals how advisers can attract clients over the festive period.
“Dear Father Christmas,” your letter begins, “Christmas morning I would like to find my stocking stuffed with new accounts from wealthy, pleasant individuals.” It is not that easy, but the holiday season can be an ideal time to meet people who could be ideal clients. Assume your country club has a party, the town symphony does a holiday concert, the tree is lit in the common and most community groups have some sort of celebration. The entire month of December could be a continuous networking event. Why make the effort? You have worked all year. Should the holidays be a time to relax w...
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