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High Net Worth Prospect, really high

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Dec 1, 2009 10:54 pm

ok, Client and wife called today to open two indiv. accounts. they keep their monies separate. he has a higher yielding cash alternative than my firm can offer so he’ll ACH money in as we go. i know all his parameters, and he told me to call and show him bonds and we’ll pick 'em off one-by-one! very excited!!!

considering the fact that all of my HNW clients started with 50-100k, this is promising. he needs 4% ytm, no amt, GO’s, etc. etc.

best part, he’ll be comitting 20-35 million over time…yowzers!

Dec 1, 2009 11:24 pm

Congrats. Now just tread lightly!

Dec 2, 2009 12:03 am

Wait for the motherload of assets, then CHURN like hell!  You only live once!

Dec 2, 2009 12:04 am

Congrats Mr. Sunshine! Make sure you keep up with him.

Also, not sure if you are already doing it... THANK YOU CARDS!

Just had another client tell me in person they love thank you cards. They gave you a bit of trust, now wow them with service.

Lastly, dont forget to thank the referral. Send them a modest gift. You may even get a new referral.