Financial Advisors across the country have consistently voice three challenges when asked about marketing to High Net Worth (HNW) individuals:

• I’m having difficulty building a HNW clientele. I don’t know these people because I don’t move in the same circles.
• I know who these people are but I don’t know how to talk with them in social situations.
• I know these people; they know who I am and what I do for a living but they have never approached me.
• How do I transform social relationships into business relationships?

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