How to Create a Wealth Management Community

The bulk of our membership is between about five and $30 million of investable assets. In our particular case, I think that skews a bit younger than your average very high net worth group. The large majority call it 85% of our members are in their 30s and 40s. We don't charge as outside speakers we don't charge member fees. It's just a private discussion community there. And the second thing is live events for sort of networking and building camaraderie.

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