You are prospecting businesses. Thanks to research beforehand, you have the name of the business owner or local manager. What next? You understand your ideal prospect is everyone else's ideal prospect. How can you get in front of them or at least on their radar? It starts with online research. Hopefully, they are on LinkedIn. Once you have identified the ideal business-owning prospects, it shouldn't be that tough to get in front of them. But it may take time. The above slideshow highlights half a dozen ways to make connections with an unknown business owner or prospective client. The list includes one of Aon North America CEO Jennifer Bell's favorite pastime, which she previously told PropertyCasualty360.com had served as a catalyst for her career. 
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, "Captivating the Wealthy Investor" can be found on Amazon. Related: |
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Bryce Sanders
Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”
