Here's a look at some of the ways today's affluent clients view fintech.
Your online content needs to look great and convey your expertise.
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.
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