Successful Wealth Transfer Demands Strong Relationship Management
Beyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.
How to Build a Firm to Serve the HNW: Part 3 – New Reporting Demanded by Clients
In the wrap-up to this series, how--and why--you should change how and when you deliver reporting to your clients.
How to Build a Firm to Serve the HNW: Part 2 - A "New School" Business Model
Delivering tailored, consistent service—one that shows instead of just tells the true value of the advisor's offering—positions advisors for future growth.
How to Build a Firm to Serve the HNW: Part 1-The Role of Specialists
Steps for advisors to eliminate errors, increase efficiency and grow their practices. In part one of this series, thinking beyond outsourcing