Ep 078: Understanding And Serving The Needs Of Truly Ultra-High-Net-Worth Investors with Charlotte Beyer

My guest today brings a unique discussion to the podcast, as well as a fascinating history with an organization that a lot of advisors aren’t necessarily familiar with, but can surely learn from when it comes to really listening to the clients you’re serving. Charlotte Beyer is the founder and former CEO of the Institute for Private Investors, a private networking organization for ultra-high-net-worth investors and advisors who serve them. After building a new category of community group twenty-five years ago—in a space where people said it couldn’t be done—Charlotte now has a highly successful business and an in-depth understanding of the unique challenges and concerns of her particular client base.

In this episode, she shares her impressive professional journey as she built a series of conferences and networking events in an online community for ultra-high-net-worth individuals before the world of social media and online communities, as well as insights from her recently updated book, Wealth Management Unwrapped. Listen in to learn how the needs and concerns for people of high net worth differ from those of other clients advisors serve, what Charlotte sees as the future of working with ultra-high-net-worth investors, and lessons any advisor can draw from regarding the importance of adapting what you offer to fit what your specific clients really want and need.

For show notes and more visit: https://www.kitces.com/78