Middle-class millionaires—those individuals and families with between $1 million and $10 million—are ideal clients for many financial advisors. However, research shows that most advisors fail to capture the full potential of this potentially highly profitable market.

This webinar will reveal some critical insights into middle-class millionaires that can make all the difference in how effectively you attract and serve them:

  • How middle-class millionaire see themselves (it may not be what you think)
  • What they want from their financial advisors
  • What worries them most—and how you can help them address those concerns

Most important, you will discover the opportunities beyond investment management to serve middle-class millionaires and generate revenue beyond investment fees—opportunities that, for the most part, go unseen by most advisors.



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January 17, 2019 at 2:00 p.m. ET