Understanding the unique needs of clients is key for any advisor, but perhaps even more so when it comes to the growing number of families overlooked by more traditional financial planners.
Both clients and advisors can realize advantages from using technology which provides deeper insights, not through words, but through visually intuitive and interactive features.
Anxiety during middle age may be linked to higher rates of dementia late in life.
Breaking the planning process into smaller pieces will make it seem more attainable.
Advisors need to assume an evolving role based on the changing needs of ultra-wealthy clients.
Hosting events to get your clients together will only strengthen and deepen their connection with you.