F15Episode 265

Find Clients? Luxury Clients? Habits?

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Find Clients? Luxury Clients? Habits?


This week’s Friday 15, we're welcoming Simon from Global Travel Collection! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! 

  1. I don't have a big network of friends and family to sell to. Where do successful new advisors actually find their first paying clients?
  2. How do you attract luxury clients if your current audience isn't necessarily affluent? Is it a marketing challenge, a networking challenge, or something else?
  3. What are some habits or routines you've seen your most successful advisors develop that newer advisors could start doing today?

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By

Shayna Zand

Published

July 24, 2026

Sponsored by

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Global Travel Collection

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