Win Business Owner Clients With Corporate Services

Corporate executives and business owners need help with more than just their personal wealth management, but most financial advisors aren't approaching them effectively or satisfying the breadth of their needs, according to research by the Aite Group.

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Comments (1)
A very good piece of advice indeed to make your profitable financial advisory service a gold minliente. If you could convert your plain vanilla wealth management company into a full-service financial advisory company offering a range of corporate services, revenue would sky-rocket. Your AUM would also multiply every time your client came into money either on account of an IPO or sale of stake. However tread with care, you would need specialised personnel to provide these kinds of services. I wonder however why is it that only 20 out of 400 advisory firms opted for providing comprehensive service. Would like to know where exactly is the hitch.
Posted by KIMMY B | Thursday, December 12 2013 at 12:57PM ET
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