How to find ultra high net worth prospects

How to find ultra high net worth prospects

In this video, I speak with one of the nation’s top divorce attorneys, someone who has represented some of the most famous family law cases, on how he has found his client base, as well as his recommendations to other service providers looking to find more ultra high net worth clients.

Curate client events for the greatest impact

Curate client events for the greatest impact

CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts and more, in the hopes of not just thanking their existing clients, but obtaining new clients through the process. Yet the results are mediocre at best. What are some best practices in having more impact through the client events you host?