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.
LTC: 3 keys to face to face presentations
By Margie BarrieEducating, not selling your client is key, says Marc Jacobson, of Marc Jacobson & Associates in Northbrook, Illinois. Jacobson lists the three important rules to keep in mind: Be brief, be smart, be done.
May 10, 2011
5 unique ways to engage prospects with videoAre 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 09, 2011
Why Should Wealthy Parents Get Teens Involved in Giving?‘Lower substance abuse and pregnancy rates,’ for one thing; ‘correlation between philanthropy and maintaining wealth,’ for another, says Julie Williams Lytle.
May 09, 2011
Wealthy Investors Say They’re Happier With Their Advisors: IPI StudyIt depends on your point view: Three years after the onset of the financial crisis, 63% of ultra high-net-worth investors are “fully satisfied” with their advisor relationships, whereas 95% of advisors find their firm’s clients are fully satisfied.
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: