As someone who indeed sells (tax services) to the wealthy, my suggestions are to think long term. Build trust by doing what you say. Tell the truth. Be helpf

As someone who indeed sells (tax services) to the wealthy, my suggestions are to think long term. Build trust by doing what you say. Tell the truth. Be helpful. Provide value beyond the price you charge. (Value is in the person's brain. Price is money.) Everyone wants this. Don't treat sales to the wealthy as any different than sales to nonwealthy. It's sort of like advice for public speaking. Remember the three "B's": be honest, be brief, be seated.