Russ Alan Prince

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Post-Sale Business Owners Are Preferred Wealth Management Clients

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According to a survey of wealth managers, the preferred clients are business owners who sold their companies.

Why RIAs Are Dissatisfied When They Sell

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The level of total financial payout is the most critical factor determining satisfaction.

The Difficulty Of Moving Upmarket

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Upmarket is where clients are wealthier than most of the clients a wealth manager currently works with.These clients are more profitable on a per-client basis...

Finding The Right Wealth Manager

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It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with them...

Single-Family Converting To Multi-Family Offices

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For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...

Converting Prospects To Clients

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Two factors are essential to generate organic growth successfully. One is connecting with high-quality prospects...

The Best Wealth Management Business Model For Accountants

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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...

How To Consistently Get Client Referrals

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In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients...

Single-Family Offices Are Exceptional Clients For Leading Private Client Lawyers

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Leading private client lawyers are legal professionals who engage in wealth planning services, including estate and asset protection planning...

How Wealth Managers Work Best With Wealthy Philanthropic Investors

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In a 2023 survey of 421 wealth managers, 20% say they regularly bring up charitable giving with their wealthy clients. Another 45% will discuss charitable giving occasionally...

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