Tuesday Mar 19, 2024
To Attract the Ultra-Wealthy, Partner With Them – Episode 13
The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re involved in “steering the ship” as they seek to build and protect their wealth.
This desire for active involvement has some big implications if you want to move upmarket and attract (and retain) more affluent clients to your practice.