Individual and linked accounts with a minimum of $100,000 in aggregate assets will qualify for preferred pricing
Wealthy clients don’t have much time and want advisors to take care of their unique needs
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
Top clients expect top service 24/7
Wealth preservation is key — and so are returns
Managing the experts that ultra-rich clients need is a job in itself
Rising numbers of HNW clients are asking about socially responsible investing
Alternative investments may hold answers when clients seek both returns and stability
A sudden influx of cash needs careful management and planning
Advisors who specialize in serving the affluent share their insights