Download the ebook now to start attracting and retaining emerging HNW clients!
| | Sponsor content from Orion Portfolio Solutions | |
| Sponsor content from Orion Portfolio Solutions |
| Hello Voornaam, It’s commonly understood that high net worth investors have more specialized needs than their mass affluent counterparts. But what about the children of high net worth investors—the emerging wealthy? Studies indicate that only 13% of emerging HNW investors would choose to work with their parents’ advisor.* Whether you currently serve HNW clients or you’re interested in expanding your book of business to include them, the time is now to learn: What emerging HNW investors value Why they typically cut ties with their parents’ advisors How to retain their business long-term And more. Download the ebook now to start attracting and retaining emerging HNW clients! *https://fwreport.com/article.php?id=183571#.YFokHLRKjDI
| |
| More From Financial Planning |
| You were sent this email because you signed up for Research and Knowledge Base emails from Financial Planning. These include notifications of new research, whitepapers, and upcoming webinars. |
If you no longer wish to receive emails on this topic, you can opt out here
(this is a one-click opt-out). |
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004 |
|
|
