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.
Seniors' medication: New dosage systems cut down on errors
By staff WriterA new study in Britain of medication errors in senior living facilities shows that the number of such errors is greatly reduced if patients receive their pills from a monitored dosage system, reports U.S. News and World Report.
February 01, 2011
Location DislocationIndependent advisory firms are beginning to look more like broker-dealers every day.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsLondon-based Campden Media, which offers publications, research, conferences and networking to ultra-high-net-worth families in the U.S. and Europe, Asia, the Middle East and Russia, has acquired the Institute for Private Investors.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsThe combination provides a ‘robust networking community of peers.’
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.