To subscribe to our emailers, all you have to do is fill in these basic details and click the Submit button. You will start receiving regular mails from Wealth Forum updating you on fresh content on our site.
Use your past experience with former clients to build a segmented approach as you learn from their lives and their needs. Be willing to spot opportunities to market yourself and build visibility in that segment.
With segmented client approach, learn about the industry, the dynamics of their profession and how you can add financial value to their lives.
A segmented approach can take time to convert and so patience is key. However, tight knit community means once credibility and trust is established, it leads to multiple referrals.
Be willing to partner with associated organizations to organize events related to that client segment to build visibility.