You help your clients invest their assets, but how focused are you on protecting them? Wealth protection is a top five concern among affluent investors, according to research by CEG Worldwide, my firm. And yet it's an issue that many advisors overlook. That makes wealth protection a big area of opportunity if you want to differentiate yourself from the 400,000-plus financial advisors who work with wealthy families.
My goal is not to scare you or your clients, it's to help you consider the risks and inspire you to help your clients take action. You can have a big impact by helping clients think about the threats in each area and how to formulate an intelligent response.
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