Tuesday Jan 21, 2025
Two Ways To Attract $25-Million-Plus Clients To Your Door – Episode 35
As a focused financial advisor, one of the smartest moves you can make is understanding the wants, needs and concerns of investors with $25 million or more in net worth.
CEG Insights surveyed 350 households that had $25 million or more in net worth, not including the value of their primary residence. Some of the key findings include...