Congratulations! You have gained admission to some high-net-worth circles. Your objective is to raise your visibility, so everyone knows you are an advisor. It’s a balancing act. If you do it wrong, you can become a social outcast. What should you do?

Maybe you aren’t sure about the social outcast outcome. A retired friend who happened to also be a lottery winner would talk about the realtors in his Florida yacht club who would constantly wear their company blazers at the club. Other friends talk about the advisor who would casually say to people “I would like to look over your finances sometime.” It sounds like there’s a hand in your pocket — and it isn’t yours. You should be saying: “I don’t want to be that person!”

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