What makes a follow-up after an initial meeting effective in strengthening relationships with wealthy individuals?

An effective follow-up is personalized, timely, and provides value beyond a simple thank you. It demonstrates that you were genuinely engaged during the initial meeting and are committed to building a relationship. A generic thank-you note is often insufficient. Instead, reference specific points discussed during the meeting, reiterate your understanding of their needs or interests, and offer relevant information or resources that might be helpful. For example, if you discussed a particular investment strategy, you might send an article related to that strategy. A timely follow-up, typically within 24-48 hours, shows that you are prompt and attentive. The message should be concise, respectful of their time, and focused on continuing the conversation. The most effective follow-ups demonstrate that you listened attentively and are proactively seeking ways to add value to the relationship.