Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

High Net Worth Clients: How to Find Them, How to Service Them

Posted by William Byrnes on December 2, 2013


…. But the very rich are different in other ways too. For one thing, they’re elusive. Thomas Stanley’s famous book was called “The Millionaire Next Door” because he found that by and large, millionaires are modest, hard-working people who don’t flaunt their wealth. Perhaps apart from the fact that many of them are business owners, that means there’s no special way to prospect for them. ….

Here, as always, knowledge is power. For prospecting HNWs, the first thing to know is where and how to find them, so that is where we begin. However, once you’ve found them the key thing is to know their psychology. …

Read William Byrnes and Robert Bloink on ThinkAdvisor !

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