))
HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14
Manage episode 410417602 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The fact is, far too many of these highly affluent investors are not getting—or don’t recognize they’re getting—important services that could add tremendous value to their lives. Nor are they enjoying the benefits that come when those services work in concert with each other to deliver better, more comprehensive outcomes.
Financial advisors today have an extraordinary opportunity to attract, serve and retain ultra-wealthy clients—those with a net worth of $25 million or more.
The key to making that happen: Bring additional expertise into these clients’ financial lives and coordinate the efforts of the professionals who possess that expertise.
24 episodes
Share
