The level of total financial payout is the most critical factor determining satisfaction.
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...
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with them...
Two factors are essential to generate organic growth successfully. One is connecting with high-quality prospects...
For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...
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...
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...
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...
Leading private client lawyers are legal professionals who engage in wealth planning services, including estate and asset protection planning...
There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.