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.
Wealthy Investors Say They’re Happier With Their Advisors: IPI Study
By Michael S. FischerIt 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.
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:
April 14, 2011
Royal Neighbors helps Arizona foundationRoyal Neighbors of America, a life insurance organization, has donated $2,500 to Save the Family Foundation in Mesa, Ariz. Pictured are, from left to right: Michelle Hilliker and Jeff Hugus, Royal Neighbors representatives; Jacki Taylor, CEO, and Erin McIntyre, director of development, from Save the Family; and Mario Ben-David, Royal...
April 11, 2011
Forming a Client Advisory Board, and Making a U-Turn on My CMSAdvisor Mike Patton gets ready to launch his client advisory board, and decides to eschew Redtail and return to ACT as his CRM platform.
April 10, 2011
Advisor Online Resources for Caregivers to the AgedSites advisors can use to provide comfort, support and resources for caregivers to the elderly.
April 06, 2011
The Right, and Wrong, Ways to Handle Change at Your Advisory FirmWhile growth and change may be good, but not everyone at your firm can handle it.