Who Are Centers of Influence, Anyway?

Thursday, October 24, 2019

1 minute read

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.

For many advisors, meeting and associating with high net worth (HNW) prospects is a challenging goal. This article lists activities that may introduce you to HNW circles, in addition to groups and clubs which may concentrate HNW clientele. In this article, Bryce describes how to meet clients and properly mingle with these groups.

Read the article on ThinkAdvisor

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Sales Development 11/30/2021

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Join us for a webinar on September 8th, 2021, at 1:15 PM (PST) to learn how Dunham can help you identify the wealthiest 2-5% of your target market.

Once you grab the basics from this webinar, the Dunham team will provide additional resources and work with you to implement the Invisible Rich strategy.

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Build Your Practice

Join us for a webinar on September 8th, 2021, at 1:15 PM (PST) to learn how Dunham can help you identify the wealthiest 2-5% of your target market.

Once you grab the basics from this webinar, the Dunham team will provide additional resources and work with you to implement the Invisible Rich strategy.

Who Are Centers of Influence, Anyway?

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Identifying the Invisible Rich

Build Your Practice

Join us for a webinar on September 8th, 2021, at 1:15 PM (PST) to learn how Dunham can help you identify the wealthiest 2-5% of your target market.

Once you grab the basics from this webinar, the Dunham team will provide additional resources and work with you to implement the Invisible Rich strategy.