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 […]
HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14 Financial advisors today have an extraordinary opportunity to attract, serve and retain ultra-wealthy clients—those with a net worth of $25 million or more. The key to making that happen: Bring additional expertise into these clients’ financial lives and coordinate the efforts of the […]
To Attract the Ultra-Wealthy, Partner With Them – Episode 13 The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re […]
What It Takes to Serve the Ultra-Wealthy – Episode 12 Some of you reading this—maybe even a lot of you—don’t have any clients with a net worth of $25 million or more. Others might have one or two of these ultra-wealthy clients, but they’re outliers rather than the focus of your business model. There’s no […]
More Than Money: Why You Need to Help Clients Build a Life of Significance – Episode 11 As advisors, you’re extremely comfortable delving into your clients’ financial goals so you can craft plans, portfolios and other solutions aimed at getting them to those desired outcomes. But what if you went beyond the financial issues by […]
Are You Helping Your Clients Live Their Best Life? – Episode 10 In today’s world, where it’s challenging for investors to differentiate between various financial services providers, standing out requires more than just getting good returns on investments. What makes you different in the eyes of affluent prospects and clients is how well you can […]
What Your Clients Want From Life—Men Vs. Women Edition – Episode 9 We all know that success in life often means different things to different people. Some of your clients may say they’ll feel successful when their net worth hits a certain level, while others will measure their success by whether they’re able to pursue […]
Are You Prepared to Help Clients Live Their Best Life? – Episode 8 As a financial advisor, you’re well aware that your clients want to achieve significant success in life. But here are a few questions to consider: Do you really understand what those clients want out of life? Do you know what “living their […]
Clients to Advisors: We Need to Talk About Our Relationship – Episode 7 Your clients think you’re terrific, right? And you’re certain that you’re giving them a client experience that means they’ll stay loyal and tell all their affluent friends about you? Not so fast. The fact is, far too many advisor-client relationships are in […]
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