When it comes to the affluent, word-of-mouth influence is an advisor’s greatest marketing tool. But how do you get the affluent talking about you?
Kevin is a financial planner and a self-proclaimed car nut. He drives a Ferrari, and many of his affluent clients are also car enthusiasts. To generate affluent buzz, his coach suggested hosting an intimate event themed around exotic cars.
He knew the general manager of a Ferrari dealership and quickly sold him on the