|
One in four HNW investors indicate they left their previous advisor to gain access to more products and services.—2023 US Wealth Report
[FirstName],
The high-net-worth (HNW) market is a significant one and is projected to keep growing. Are you prepared to deliver the services these wealthy clients expect?
If you’re looking to serve these investors effectively, there are two main things you need to do:
- Determine the services HNW clients expect, and
- Deploy the right vehicles to help achieve their desired outcomes
Right now, there’s a gap when it comes to meeting the needs of HNW investors. Four of the top five services expected by HNW clients—and not delivered by advisors—are service-based: wealth transfer advice, financial planning, estate planning advice, and trust services.
You can be the financial advisor to fill in the gap.
By providing a handful of the services HNW clients expect, you will be well-positioned to attract and serve this segment. Ask me how AssetMark’s solutions equip you to deliver the personal service your HNW clients expect.
|
