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To Attract the Ultra-Wealthy, Partner With Them – Episode 13
Manage episode 407767271 series 3518816
Kandungan disediakan oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re involved in “steering the ship” as they seek to build and protect their wealth.
This desire for active involvement has some big implications if you want to move upmarket and attract (and retain) more affluent clients to your practice.
16 episod
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