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“If you build it, they will come.”
No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO).
Our latest research strongly suggests that offering a VFO experience to the right clients will constitute a major growth engine for advisors in the coming years.
Here’s what the affluent have to say about family offices—and what it means to implement a VFO business model in your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.
By CEG Worldwide and CEG Insights“If you build it, they will come.”
No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO).
Our latest research strongly suggests that offering a VFO experience to the right clients will constitute a major growth engine for advisors in the coming years.
Here’s what the affluent have to say about family offices—and what it means to implement a VFO business model in your practice.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.