The Preeminent Advisor Audio Podcast

You Can Win Ultra-Affluent Clients. Here’s How. – Episode 36


Listen Later

One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth.

One big reason: Advisors with the wealthiest clients tend to generate the highest incomes. Positioning your practice to attract these investors can be a key driver of your success going forward.

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

...more
View all episodesView all episodes
Download on the App Store

The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights