It’s become more important than ever to keep your affluent clients happy and loyal to your firm. As I’ve pointed out before, there are more than 420,000 financial advisors out there vying to serve the high-net-worth market. And did you know that a significant number of affluent investors are looking to consolidate?
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.