How pursuing your passion can land new clients

Dan Richards | ClientInsights | 29 May 2013

Last week, I spoke to an adviser about how he turns a favourite recreational activity into new clients.

This adviser - let's call him Bob - has three rules for accepting new clients:
1. New clients must be willing to go through an in-depth planning process typically lasting 60 days.
2. He only accepts new clients with assets of $2 million or more.
3. He only accepts new clients that he likes as individuals. If he sees a meeting scheduled with a prospec...