Based on extensive research with advisors, it is undisputed that for most of them, the way to connect with more successful and wealthier clients is by getting referrals from centers of influence...
For over 30 years, Dave Hunt has led an advisory team to help business owners turn complex financial decisions into simple conversations for greater influence...
The scales in the private wealth industry are clearly weighted toward the professionals, not the wealthy. Discounting the grifters, there are several structural reasons for this imbalance...
In serving the wealthy, one professional cannot possibly have the knowledge, skills and where-with-all to deliver the diverse array of solutions the wealthy need and want...
The saying is: “You can marry rich and poor, so marry rich.” Man or woman, there has never been a better time to capitalize on the boom in the number of wealthy potential spouses...
Accountants are increasingly establishing wealth management practices. The choice of wealth management business model makes a great deal of difference to the success of the wealth management...
