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.
Location Dislocation
By Mark TibergienIndependent advisory firms are beginning to look more like broker-dealers every day.
January 21, 2011
The most important step in asking for referralsThe most effective referral technique is checking in with a client to see if they recognized the value of the work you've done for them. Here are two sample conversations:
January 19, 2011
Would you hire these guys?The door opens and you step into the elevator. Instantly, you recognize the other person on the elevator as the prime prospect you've been trying to reach for weeks.
January 19, 2011
China’s Hu Meets Obama at White HouseTouching on a key source of tension between the U.S. and China, President Barack Obama greeted Chinese President Hu Jintao on Wednesday by stressing the need for nations to observe universal human rights.
January 11, 2011
Family Office Exchange Reports on Sustaining Small Family OfficeFOX finds that ‘sustaining wealth’ and ‘transitions’ are top concerns for family offices.
January 06, 2011
Strategic Giving Satisfies Dual Goals of Family FoundationsWorking together to develop a grant-making strategy allows family members to exchange ideas and find common ground.
January 01, 2011
If You Want Something Done, Ask a Busy PersonWhen I work with advisors on consulting projects, I have only one requirement: You have to talk to me over the phone every other week for one hour.
December 25, 2010
Merry Christmas!We hope that you, your loved ones and your business associates will have a great holiday.