))
What It Takes to Serve the Ultra-Wealthy – Episode 12
Manage episode 404799947 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.
Some of you reading this—maybe even a lot of you—don’t have any clients with a net worth of $25 million or more. Others might have one or two of these ultra-wealthy clients, but they’re outliers rather than the focus of your business model.
There’s no law saying you have to serve the ultra-wealthy, of course. If you’re happy and successful serving clients with lower net worths, go right ahead and keep on doing what you’re doing. But in our experience, many advisors look at the ultra-wealthy space with a great deal of envy. They want these clients—but they don’t think they can serve them well. The result: They spend their careers wishing they could move upmarket, but being too fearful to take action.
20 episodes
Share
