Navigating Tech and Personal Touch in Wealth Management

Many advisors focus on attracting and serving individuals (and families) with high net worth. This can be a competitive space, with many people looking to serve these (relatively few) families. The higher the net worth that a family has, the more that an advisory firm has to stand out in order to gain them as clients. However, advisors who can speak directly to the concerns of this client niche can give themselves a unique – and differentiating – advantage to best serve this segment of the population!

Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what ultra-high net worth (UHNW) families are really worried about and how advisors can serve this group more effectively.

https://www.kitces.com/blog/ultra-high-net-worth-family-concerns-25m-advisor-services-upmarket/