Gallery: Eight Ways to Better Connect with HNW Clients

Gerry Klingman, of New York-based Klingman & Associates gave advisors attending the Raymond James Professional Development Conference this week several tips to help them score points with high-net-worth clients. Klingman & Associates has $1.3 billion assets under management and advises over 250 clients, 20 of which have over $10 million in AUM.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.