HNW Guide 2018

Counselling high net-worth (HNW) clients is not what many financial advisors who aspire to serve this client segment might expect. Here’s what you need to know to boost your roster of HNW clients.

October 14, 2018

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

  • October 15, 2018 October 17, 2018
  • 00:32

Powering up your practice

Referrals are key to boosting your roster of HNW clients

  • October 15, 2018 October 17, 2018
  • 00:31

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place

  • October 15, 2018 October 17, 2018
  • 00:30

Keeping a close eye

High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed

  • October 15, 2018 October 18, 2018
  • 00:29

Beyond our borders

Many investors, including HNW clients, need to be educated about the world of opportunity in global markets

  • October 15, 2018 November 1, 2018
  • 00:28

Tech and the high net-worth client

Smart use of the new smart financial tools can enhance your practice

  • October 15, 2018 October 12, 2018
  • 00:27

Widening the choices

Alternative investments can provide needed growth, but advisors need to look under the hood

  • October 15, 2018 October 12, 2018
  • 00:26

Settling up with the CRA

Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance

  • October 15, 2018 October 12, 2018
  • 00:25

Looking past the premiums

Permanent life insurance can be good value for wealthy clients who can afford the upfront costs

  • October 15, 2018 November 2, 2018
  • 00:24

Focus on planning

A tech-savvy advisor to HNW clients says the industry needs to change

  • October 15, 2018 October 12, 2018
  • 00:23