A simple wine-tasting evening can bring you face to face with potential new clients, writes Bryce Sanders, president of Perceptive Business Solutions.
Wine is a great ‘crossover’ interest that enables advisers to socialise with high net worth individuals. Unlike the Ferrari Club or an exclusive society there are few barriers to entry. So how can you use an interest in wine to cultivate social and business relationships? Getting started Many financial advisers find hosting a wine-tasting evening an attractive proposition. Clients like wine; their friends like wine. It has up-scale appeal. Such an evening can be easy to organise. Before you start organising any events, play ‘connect the dots’. On the left side is: ‘Hold wine-tasting...
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