8. Take the first step. The next day, send an e-mail with a note about the shared interest you discussed. In my opinion, it should be useful information. “As an FYI, Costco has a really great Chablis Premier Cru white wine they bottle under their own label at about $18.00/bottle.” That is both a reminder and a prompt. Sending them a LinkedIn invitation to connect is another approach. Personalize the invitation with a reminder how you met.
Why Make The Effort?
Aren’t we straying a little far? This person isn’t a prospect. We established that early in the conversation. Why am I making the effort? Because you are respecting the person might be an interesting social connection, possibly a new friend, even if there is no business potential. You have not practiced “catch and release” communicating “since you aren’t a prospect, I have no interest in knowing you.” No one knows what the future may hold. Advisors retire. They might have a friend they could refer. You have established yourself as likeable and knowledgeable. The worst that might happen is you made a new friend.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book Captivating the Wealthy Investor is available on Amazon.