9 Ways to Connect With the Wealthy Without Being Pushy

Financial advisors often operate at a disadvantage within the high-net-worth community. They are not the first people with a similar professional background attempting to gain a foothold in the ultra-wealthy circle. Although these wealthy individuals might have met charming advisors, they remember the boorish one vividly. How can you interact in HNW circles without looking like you are trying too hard? Here is your challenge: When you find yourself in front of someone wealthy in a social setting, a little voice inside you might say: "I may never be in front of this person again. I better make the most of it." If you come on too strong, doing everything except saying, "I want to be your best friend," you risk scaring off a favorite prospect. A good strategy is to realize that this could be the first of several encounters. Your objective is to learn enough in the initial meeting to identify an interest in common and hopefully run into the potential client in the future. These nine approaches can help you gain a foothold with HNW individuals, without being shunned because you remind them of a financial advisor or insurance agent who behaved badly.