Financial advisors have tremendous opportunities to demonstrate to HNW prospects that you can add real value to their financial lives and to the lives of the people they care about most.
There’s a perception out there that affluent clients are being well served by their existing financial advisors and that the solutions they need are, by and large, already in place by the time we encounter these investors as potential prospects.
Guess what? It’s just not the case. In fact, there are some major gaps in wealth planning that exist—even among the wealthiest individuals.
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