Unexpected Places Advisors Can Meet Prospective Clientele

September 23rd, 2022, 1:45 PM

Building a network of wealthy individuals is no easy task. Successful advisors know that the key is investing the time it takes to develop social relationships. Many advisors do not know where to start when meeting wealthy individuals. ThinkAdvisor has prepared a list of the twelve most unexpected places advisors can go to meet high-net-worth individuals.

Animal Shelters

Animal shelters are often great places to find high-net-worth individuals. A quick internet search can help you identify a list of major donors.

Historical Societies

Many communities have a historical society. Historical societies often hold lectures and social events that advisors can attend to network with wealthy families or individuals.

Zoos and Aquariums

Like animal shelters, many wealthy people donate to zoos and aquariums. A list of major donors and the amount they give easily can be found online.

Conservation Groups

Land preservation is a major cause that attracts plenty of publicity and established local families. Participating in a conservation group is an excellent way for an advisor to develop a network of wealthy individuals.

Auction Houses

High net-worth individuals collect items and generally consider collecting as a form of investing. Although many auction houses have moved online, wealthy collectors still frequent in-person auctions.

Car Clubs and Car Shows

Attending car shows or car club events is a great way to meet interesting people that can likely afford an expensive hobby.

Horse-Related Activities

Traditionally, equestrian activities are a pursuit of wealthy families. Whether they attend a race or a polo club event, advisors have a decent chance of meeting wealthy individuals.

College Alumni Associations

College alumni associations allow advisors to bond with fellow graduates on the age and wealth spectrum. Advisors may also expand their networks through high school and prep school alumni associations.

Homeowners Associations

Advisors living in wealthy areas often have a good chance of expanding their network with their neighbors in similar economic brackets.

Religious Organizations

Faith has often been known to bring people together. Local congregations are often home to different cultures, ages, and individuals of varying wealth and social statuses.

Medical Charities

Hospitals regularly engage in fundraising. Many hospitals have local chapters that organize events and often need volunteers. Medical charities offer advisors opportunities to meet new people while giving back.

Garden Clubs

Many people garden as a hobby. If gardening is your thing, joining a garden club is a great opportunity to meet like-minded individuals.


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