Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in the next 12–24 months. Advisors who offer a consolidated, specialized...
Category: Next Generation
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Client Experience, Client Relationships, Clients, Market Insights, Market Volatility, Next Generation7 Tips to Prepare Your Clients for a Market Downturn
“May you live in interesting times” is usually taken as a good-natured sentiment. That is until things start to get interesting in a bad way. Economic volatility and market downturns certainly catch the attention of advisors and investors alike, for all the wrong reasons. Adding to the uncertainty?…
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Millennial Investing: Should You Get Younger Clients and How?
You’ve almost certainly been told that you need to bring in younger clients and adapt your service models to better fit the needs of Millennials and Gen Xers. (Gen Z is a touch young to be looking for financial advice). Maybe a speaker at a conference first put…
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Client Acquisition, Client Experience, Clients, Estate Planning, Financial Planning, Next Generation, Practice ManagementEstate Financial Planning: Preparing Clients and Their Families
Estate financial planning isn’t something that most want to think about, and for good reason. Because asking the question “What happens to my wealth after I’m gone?” is bound to cause some uncomfortable thoughts, many clients simply don’t ask it.