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HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode 14
Manage episode 410417602 series 3518816
المحتوى المقدم من CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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.
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