Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
Nearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
Up-and-Coming Wealthy Generally Satisfied With Their Wealth Managers
But satisfaction with advisors wanes as wealth increases, the SEI Futurewealth study found.
Digital Becoming ‘New Normal’ in Serving HNW Investors: SEI
Financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness.
How the Up-and-Coming Wealthy Choose Advisors
These investors “are constantly searching for a more valued relationship and are open to the idea of switching primary advisors in order to attain it.”