HNW Guide 2017

The high net-worth client sector is growing. Learn about the expectations and demographic characteristics of these clients, how to use teams to meet their needs in areas such as estate planning and what the future holds for advisors who choose to focus on this lucrative segment.

October 14, 2017

From the editor

  • October 15, 2017 January 19, 2018
  • 00:11

Get in the right mindset

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

  • October 15, 2017 January 19, 2018
  • 00:10

The best of everything

Top clients expect top service 24/7

  • October 15, 2017 January 19, 2018
  • 00:09

Risk and the high net-worth client

Wealth preservation is key — and so are returns

  • October 15, 2017 January 19, 2018
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Team players

Managing the experts that ultra-rich clients need is a job in itself

  • October 15, 2017 January 19, 2018
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The wealthy and SRI: New priorities

Rising numbers of HNW clients are asking about socially responsible investing

  • October 15, 2017 January 19, 2018
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“What are my options?”

Alternative investments may hold answers when clients seek both returns and stability

  • October 15, 2017 January 19, 2018
  • 00:05

Kids in a candy store

A sudden influx of cash needs careful management and planning

  • October 15, 2017 January 19, 2018
  • 00:04

All in the family

Estate planning is a top priority for business owners

  • October 15, 2017 January 19, 2018
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Front row seats

Advisors who specialize in serving the affluent share their insights

  • October 15, 2017 January 19, 2018
  • 00:02