Clients want education around topics such as tax mitigation, asset protection and estate planning.
The findings of a recent survey offer clues and lessons for how advisors can best use tech to reach out to clients.
Building relationships with the next generation helps ensure the continuation of a wealthy client base, providing long-term stability and growth to your practice.
The vast majority of ultra-wealthy investors want family office services and solutions.
Bringing non-investment expertise into your clients' lives can help you add tremendous value.
The vast majority of the ultra-wealthy want to be actively involved in day-to-day investment management decisions.
By assembling and coordinating a virtual family office, advisors can offer the expertise that the ultra-wealthy want.
Advisors stand to gain a lot by providing leadership and guidance in key non-financial areas of their clients' lives.
A deep client discovery process that goes beyond just the numbers is essential to becoming a preeminent advisor to the affluent.
Advisors need to understand their clients on a deeper level than just their assets.
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