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. 

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.