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 HNW entrepreneurs are looking for in a financial advisor, how advisors serving this group can differentiate themselves, and what advisors can do to connect with prospective clients in this demographic.
https://www.kitces.com/blog/high-net-worth-hnw-entrepreneurs-attract-prospects-financial-advisor-john-bowen-ceg/
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