Advisor Authority 2017 Chapter 3: Moving the Needle - Targeting the Emerging High Net Worth
To help all advisors at every level tap into the tremendous potential of the independent fee-based channel, our 2017 Advisor Authority study, now in its third year, explores the issues and innovative solutions that matter most to RIAs, fee-based advisors and their clients.
In this latest Advisor Authority Special Report, we zero-in on the Emerging High Net Worth—a segment of clients that is thriving, growing and accumulating more wealth. To move the needle for your practice, enhance current profitability, and build a foundation for the future growth of your firm, we will help you better understand the priorities, preferences and concerns of the Emerging HNW, as well as help position your practice to meet their unique needs.
Download the Advisor Authority Special Report, "Moving the Needle: Targeting the Emerging High Net Worth” to tap into this market and build a foundation for future growth of your practice.