Here are a few of the best tips advisors gleaned at the last event:
Reach out. During the Multimillion-Dollar Women panel, Ameriprise advisor Nannette Nocon told the audience her best clients get 21 touch points a year, including statements, calls, meetings and holiday cards. "It's just being in front of them all the time."
Use parental introductions. Want a relationship with the adult children of high-net-worth clients? Parents may want to help you because they want their kids to be smart with their inheritance. TD Ameritrade's Kristin North says some advisors she works with set up introductions when families gather for the holidays.
Watch long-term care pricing. Plans have been gender neutral in pricing, said Stuart H. Armstrong II, a financial advisor at Centinel, during a presentation on same-sex planning issues. But expect higher prices for women, he said.
Video tip: Think casual. If you've wanted to shoot videos to promote your expertise and practice but fear they won't look like network TV, you need to relax, said Cynthia Stephens, marketing vice president at By All Accounts. The best videos are candids, not high production.
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