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.
Creating a unique client experience
By Jim BroganOne of the best ways to refocus and reenergize your business is to spend time breaking down your entire client process.
December 21, 2012
Securing Your Clients’ InformationTwo common themes that have appeared during recent regulatory exams are the integrity of client assets and the integrity of clients information.
December 20, 2012
Devil Is in Insurance Policy Details When HNW Clients Are SuedThe wealthy fear being sued for some suprising reasons. Yes, insufficient liability coverage should not be one of those reasons, but you need to make sure there is coverage in three other key areas.
December 19, 2012
More than six in 10 in U.S. paying attention to fiscal cliffAmericans' level of interest in the news surrounding the fiscal cliff negotiations remains about the same as it has been since the beginning of the month.
December 14, 2012
Respecting your prospect’s marital privacyPlan the pace of your first meeting wisely, and you'll have no trouble getting a second.
December 13, 2012
Will seniors ever retire?A heart-to-heart between a dad and his son takes an odd turn as the Generation Xer discovers a hard truth: Some seniors just wont retire. Ever.
December 10, 2012
Falling birthrates: The threat and the dilemmaAre more people choosing to pass on the time, expense and self-sacrifice of having kids?