UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
What are your customers worth?
By Shep HykenYou may be surprised to learn that many corporate leaders dont know the lifetime value of their customers. Do you?
October 10, 2014
Coaches Corner: Nixing the Top 4 Excuses for Not Building SystemsMany advisors have great excuses for not implementing standard procedures in their firms, but there are just as many reasons to do so. Heres how.
October 06, 2014
Family Offices Globally Show Significant Similarities: StudyThe average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
October 02, 2014
3 Trends for Newly Wealthy FamiliesWith most U.S. wealth being first-generation wealth, its not about preparing the money for the family so much as preparing the family for the money.
September 25, 2014
Holder expected to resign as attorney generalAttorney General Eric Holder plans to resign his post, staying in office until a successor is confirmed, a Justice Department official said.
September 23, 2014
Nontraditional Families Open to Financial Advice: Allianz StudyThe unique dynamics of nontraditional families offer advisors an opportunity to engage with a growing population that is underserved but often open to assistance.
September 22, 2014
Only 25 percent of families use a financial professionalJust 30 percent of modern families feel financially secure compared to 41 percent of traditional families.
August 09, 2014
What to do when your prospect stands you upYouve scheduled your next call to your prospect. Now hes suddenly unavailable at the appointed time. Heres how to handle it.