High net worth clientele do not want just a financial planner or financial advisor. They want something which goes a little bit beyond that.
The best answer is often advisor coaching. You want to clearly show people that your company is willing to develop a strong relationship with more than just the head of the family - with all of the generations and key people from the larger family. This is key for mitigating the risk of having wealth move outside of the family.
As such, your goal is to make obvious that you are able to build these connection and accurately track non-monetary values. This often means relying on marketing tools to show these traits to your prospects. Doing so will additionally keep your current customers content.
Much of the business at this level is obtained through referrals and word of mouth. In this day and age, it is also vital that your client can communicate with you and access their information from anywhere, so any software systems you use need to be mobile optimized (as does your website).
Standing out within a veritable sea of competitors isn't going to be super easy, but once you make it to the top-tier, you will invariably stand out on your own. The hard part is simply finding your very first client - but you can hurdle this obstacle by simply aligning yourself with a reputable brand that people already know and trust. Given the stiff competitions for clients at this level, you should know that you will also have a hard time maintaining them.
If you want to be discovered and stand out to people with a high net worth, then you have to be ready to offer the personal, personable and top-tier services that these individuals want. These delve beyond lines to attain a very high level of expectation - which is a lot easier to keep up with if you happen to have the best tools.
The best answer is often advisor coaching. You want to clearly show people that your company is willing to develop a strong relationship with more than just the head of the family - with all of the generations and key people from the larger family. This is key for mitigating the risk of having wealth move outside of the family.
As such, your goal is to make obvious that you are able to build these connection and accurately track non-monetary values. This often means relying on marketing tools to show these traits to your prospects. Doing so will additionally keep your current customers content.
Much of the business at this level is obtained through referrals and word of mouth. In this day and age, it is also vital that your client can communicate with you and access their information from anywhere, so any software systems you use need to be mobile optimized (as does your website).
Standing out within a veritable sea of competitors isn't going to be super easy, but once you make it to the top-tier, you will invariably stand out on your own. The hard part is simply finding your very first client - but you can hurdle this obstacle by simply aligning yourself with a reputable brand that people already know and trust. Given the stiff competitions for clients at this level, you should know that you will also have a hard time maintaining them.
If you want to be discovered and stand out to people with a high net worth, then you have to be ready to offer the personal, personable and top-tier services that these individuals want. These delve beyond lines to attain a very high level of expectation - which is a lot easier to keep up with if you happen to have the best tools.
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