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.
5 unique ways to engage prospects with video
By Maribeth KuzmeskiAre you using video to connect with prospects, clients, referrals and potential alliances? Did you know that a website with a video is 53 times more likely to come up on the first page of results on Google than the exact same page without video?
May 05, 2011
Fidelity Ultra-HNW Program Nears $2 Billion in AssetsFidelity Investments announced Thursday that its new program for RIAs with ultra-high-net-worth (UHNW) clients had, in only six months of existence, already reached nearly $2 billion in assets.
April 30, 2011
Advisor goals: Values are the DNA of visionValues are the DNA of fulfillment. When one lives their values, the fulfillment of their values generates positive feelings and positive beliefs.
April 30, 2011
Let's shake on itIs your handshake style helping you create rapport or sabotaging your sales and costing you thousands of dollars per year?
April 22, 2011
The Week in PicturesThe photo-essay for NU's inaugural Weekend Edition captures these moments:
April 14, 2011
Royal Neighbors helps Arizona foundationRoyal Neighbors of America, a life insurance organization, has donated $2,500 to Save the Family Foundation in Mesa, Ariz. Pictured are, from left to right: Michelle Hilliker and Jeff Hugus, Royal Neighbors representatives; Jacki Taylor, CEO, and Erin McIntyre, director of development, from Save the Family; and Mario Ben-David, Royal...
April 11, 2011
Forming a Client Advisory Board, and Making a U-Turn on My CMSAdvisor Mike Patton gets ready to launch his client advisory board, and decides to eschew Redtail and return to ACT as his CRM platform.