Capturing the Affluent Entrepreneur Opportunity – Episode 24 Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now. […]
Attracting Affluent Entrepreneurs – Episode 23 You’re probably aware that high-net-worth entrepreneurs are a great cohort to work with, due to their significant wealth and the broad range of financial issues on which they need advice and guidance. Many top advisors focus exclusively on serving this niche. But you might not fully realize just how […]
For the second: Top 10 Tech Tips – Episode 22 In recent weeks, we’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, […]
How Important is AI to Your Future Success? – Episode 21 Financial advisors are continually being encouraged to adopt and leverage emerging technologies, such as artificial intelligence. These tools do have the potential to improve advisory practices in important ways—such as more efficient communications, stronger client service and more robust financial analysis. But how aggressively […]
Is Your Tech House in Order? – Episode 20 Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a […]
Harness Your Online Presence – Episode 19 There’s no question that many affluent investors are increasingly turning to technology as an essential part of their investment journey. That means they’re looking to you—their advisors—to offer tech-enhanced access to information, insights and communication. That said, the desire for technology can vary greatly depending on the types […]
Teach Your Clients Well – Episode 18 As an advisor, your expertise and the ability to communicate that expertise to your clients are some of the biggest areas of value you bring to the table. In fact, one CEG Insights survey found that more than 90% of clients say that getting educated on financial topics […]
The Crucial Role of Technology-Enhanced Client Communication – Episode 17 Bringing technology into your practice these days is easy. Choosing the right tech for your business and using it effectively can be far more challenging propositions, however. Take technology-enabled client communication. There are myriad technologies you can use to deliver information and messaging to clients […]
The Importance of Legacy Planning For Your Clients—And Your Practice – Episode 16 Many of your affluent clients and prospects are thinking more and more about legacy these days—specifically, how they can transfer not just assets but also their values and beliefs to their heirs. For your clients to be able to preserve their wealth […]
The Growing Demand for Virtual Family Office Services – Episode 15 “If you build it, they will come.” No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO). Our latest research strongly suggests that offering a […]
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