Old fortunes sound like the stuff of stories but they can be a source of sales leads for real life financial services. Seeing as wealth management is under its umbrella, it is actually not surprising for advisors and other financial experts buzzing upon news of someone inheriting great wealth (even more if they are looking for some help in handling it). Regardless, certain steps must be taken before you can consider them sales leads.
There are many stories across genres that feature the inheritance or stumbling upon old fortunes. And in all of them, those who suddenly approach the lucky finder or heir are frowned upon as opportunists. This must not happen when your sales leads have any ties to some old fortune. It is true that the need to manage great wealth can potentially include any party among your financial services leads but that has always been cause for caution.
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People who either suddenly find themselves with wealth or have been hiding it away for a long time both need as much financial advisory when doing so. The matters are quite delicate (and even extend beyond financial to legal matters as well). Therefore take careful steps when you acquire such sales leads in your business lead generation campaign.
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