Let's Talk Strategy:
Building Pipeline Post Pandemic
As we continue to emerge post-pandemic, top advisors are asking how they can build a sustainable pipeline of prospects for 2021.
In this "virtual fireside chat", Mr. Thiel and David Friedman discuss:
- the biggest mistakes and best practices for accelerating the acquisition of new high and ultra high net worth clients.
- why referrals are too important to reactively leave to chance
- how the RIGHT KIND of request can accelerate introductions to your future clients.