Here we're tying together WealthQuotient co-founder David Friedman's 5 keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury
In this weekly series, David Friedman shares the five keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury. This week, learn how to build trust by listening and asking the right questions
In this weekly series, David Friedman shares the five keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury. This week, learn how to turn identify your key referral sources and successfully engage them
When it comes to high-net-worth markets, referrals are one of the only paths for accessing top clients. As an agent, what mistakes are you making when asking for referrals? Here's how to diagnose the problems and a few ways to fix them
Opinion
The disconnect and what can be done to fix it in the future