Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum

What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million?  Working with ultra-wealthy clients can be more complex than “merely” high-net-worth clients. These individuals have distinct needs, expectations, and concerns that require a specialized approach from financial advisors, planners, and wealth managers.  In this … Continue reading Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum →