))
You Can Win Ultra-Affluent Clients. Here’s How. – Episode 36
Manage episode 464965439 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth.
One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. Positioning your practice to attract these investors can be a key driver of your success going forward.
43 episodes
Share
