Trust is paramount for high-net-worth clients

By Charlie Harriman | Published September 1, 2016

Meeting the Challenge

Attracting higher net worth clients is what every advisor hopes to achieve. Over the years I have realized that individuals with larger amounts of assets are looking for someone that more than anything they can trust. The key to attracting them and getting that first meeting is making a GREAT first impression and showing them that you are a capable financial planner.

Higher net worth individuals are constantly approached and have been given every sales pitch in the book. At the end of the day, they want to know that the person they are working with will put their best interest first. Credentials and designations are a great way to achieve this. Also, try to get them to attend a small client event with some of your key clients so they can mingle and get more comfortable.

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Charlie Harriman

Charlie Harriman, MBA, CEP, is a financial advisor at Cloud Investments LLC an independent financial firm with offices in Huntsville, Florence and Gadsden, Alabama.

 

The firm provides pre-retirees and retirees with income, estate, advanced tax and investment planning strategies for retirement. Don Cloud, president and founder, and financial advisor Charlie Harriman offer a well-rounded expertise in creating, preserving and distributing wealth for retirement through a dynamic team approach to comprehensive financial planning. Charlie earned both his bachelor’s degree in finance and his Master of Business Administration with a focus in finance from Auburn University. He holds a Certified Estate Planner (CEP®) designation, along with having passed the Series 65 examination and life and health insurance license issued by the state of Alabama. For more information about Cloud Investments LLC visit www.CloudFinancial.com.

 

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