Successful wealth transfer demands strong relationship management
A strong plan is essential to retaining family members as clients when wealth is transferred
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