Bears wake up from hibernation is March and April. The wealthy in your community might not be prowling for food like Smokey the Bear, but they are getting more active in the community. When spring arrives, where are you likely to run into high-net-worth individuals in your area? Woody Allen once said that 80% of success is showing up. In these examples, your immediate objective is not to immediately prospect them, it is meeting them and exchanging a few words. You are establishing a connection. There are many places you can mingle with the wealthy this spring. It just takes a little research and imagination.
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Year-end 2024 Tax Topics Checklist