William Byrnes' Tax, Wealth, and Risk Intelligence

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 !

ThinkAdvisor.com supports the professional growth and vitality of the Investment Advisory community, from RIAs and wealth managers of all kinds, to independent broker-dealer and wirehouse representatives. We provide unparalleled access to the knowledge, information and critical resources they need to succeed at every stage in their career, including professional development, education and certification, industry news and analysis, reference tools and services, and community networking opportunities.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: