How to reach high net-worth physicians?
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So I'm finally stepping my game up and going after the big fish. I figured after 12 years in the business that the best clients are the ones with wealth but no time to manage it. I know this seems obvious but some of us are slow learners . After 12 years of dealing with low net worth clients who call me every time the wind blows, I want clients who appreciate my time and expertise. So after about a year of research, I decided I want to become the go to adviser for affluent physicians in my area, but I don’t have any existing clients that are physicians(who I can leverage for referrals). A colleague of mine told me about a site called ReachProviders.com. My question is, what’s the best to reach wealthy physicians looking for financial advisory services ? Any suggestions?
Any lead program available to you means its available to thousands of other advisors.
Even with list, you'll never get past the gate-keepers. (My asst is a bulldog... NO wholesalers get past her.)
The way to these folk (or any group) is thru referrals. You need to find a way in. Perhaps start with your own doc. Ask him or her how to approach doctors.
1. Get their names. Figure out where they live. Knock on their doors.
2. Hold a semianr for doctors - you better be an expect though, they have some complex - unique needs
3. Go to charity events, etc. etc.
It's a tough demographic to crack since everyone is trying to do it. I personally have about 6 doctors I work with - 50% of which are pains in the arse.