Affluent Introduction Hierarchy

Affluent Introduction Hierarchy

Atlanta: “If I were at a social function, I would be happy to introduce my advisor to someone if asked” said one of the participants in a recent affluent focus group.  Not a surprising statement until compared with this participant’s earlier statement of “I don’t give referrals.” 

What?  Willing to introduce socially, but doesn’t want to refer?  This wasn’t an isolated incident.  Affluent investors have man

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