The high-net-worth section is an unbelievable alternative for monetary advisory companies, because it represents practically 7.5 million buyers with over $27 trillion in property, rising at a 13% annual charge.1
With a purpose to go after this profitable market, advisory companies want to boost and improve the important thing providers this shopper demographic calls for, together with providing highly-personalized and customised funding administration providers.
On this white paper, you’ll be taught:
- In regards to the huge alternatives within the HNW market
- What these buyers are searching for from their monetary advisor
- How advisors can leverage the potential of a TAMP platform to raised entice these purchasers
Obtain the white paper to be taught extra.