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.
Brian Adair: The Referral King
By Daniel WilliamsAfter working in his familys health-care agency, Advisor of the Year finalist Brian Adair saw firsthand the need for proper financial planning.
July 31, 2012
Advisor of the Year Finalists 2012Our 2012 Advisor of the Year candidates came to the financial services industry from vastly different paths. But all have the same goal: helping seniors enjoy a secure retirement.
July 31, 2012
Brian Adair’s JourneyAfter working in his familys health-care agency, Brian Adair saw firsthand the need for proper financial planning.
July 30, 2012
Why no one will watch your crappy corporate “viral” video and how to fix it (Fast Company)Steer clear of trying to make your video go viral artificiallytrading likes for a chance to win prizes.
July 17, 2012
Advisor Marketing and UVP: Make Referrals Stickier With Strong Branding, Pt. 2If your clients understand your unique value proposition, theyll remember you during tipping-point conversations. And dont forget the cookies!
July 11, 2012
5 Traits of the Wealthy That Raise Their Risk of Big LawsuitsYour high-net-worth clients may enjoy a rich lifestyle, but that may also leave them at risk of multimillion-dollar lawsuits. Read and learn.
July 04, 2012
New Free Military Benefits Report AvailableCreated by a veteran for active duty servicemembers, vets and families.
June 27, 2012
Putnam Opens Office in ChinaPutnam Investments said in early June that it has opened an office in Beijing, representing the firms first foothold in China.