Why Your Richest Client Stopped Returning Your Calls
The seven things that happen between the moment they decide and the moment you notice.
We are not the quintessential know-it-all international experts in detecting client disengagement. We are a house with some experience in the area that also happens to have always done our homework steadfastly. To help keep us abreast, we also run Markets Edge, Sports Edge, Voyage Edge, The Briefing, and Fending — reporting every three hours — and we have a little more than most in the way of real-world experience serving the layer of relationships this paper describes.
This is a working operator's field notes, never the definitive treatise. The human interaction and a little humble kindness should never get undersold. You literally never know exactly whose money you are interacting with unless it's your own; and let's be honest, most people don't notice until it's too late who funded the fund.
If something in here contradicts what you've seen on the floor, yours is probably more accurate — and we'd like to know.
— The House · Virginia Beach · Hako Shikin LLC
1 · The Silent Exit
A billionaire's silence is a full-length sentence. When they stop returning calls, the relationship has already moved through seven internal decision stages. Most advisors only notice at stage six or seven — by which point the decision has been irrevocably made.
Silence is a full-length sentence. Learn to read it before your competitor does.
Full paper is in progress. This abstract will expand within seventy-two hours.