UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Radio silence does not equal death
By Joanne BlackDont jump to conclusions if you dont hear from a prospect.
October 30, 2012
Know your customers wherever they areFor sellers of every kind, consumer data is more available then ever before. That's the good news. The bad news? Most have no idea how to connect these data points.
October 26, 2012
Outfit your home office without going out of businessWhich big box retailer offers the most affordable, highest quality home office essentials?
October 25, 2012
Successful wealth transfer demands strong relationship managementA strong plan is essential to retaining family members as clients when wealth is transferred
October 25, 2012
Successful wealth transfer demands strong relationship managementA strong plan is essential to retaining family members as clients when wealth is transferred
October 23, 2012
Successful Wealth Transfer Demands Strong Relationship ManagementBeyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.
October 23, 2012
18 Critical New Policies and Procedures for 2012–2013Has your firm updated its policies and procedures to reflect substantive regulatory changes resulting from Dodd-Frank?
October 18, 2012
Single-Family Offices Feel Effects of Dodd-Frank: StudyNew regulatory rules required many family offices to register with the SEC as investment advisors.