At­tract­ing the Wealth­i­est Clients

Financial Planning - - FINANCIAL-PLANNING.COM -

Ad­vi­sors have long hunted the $13 tril­lion in to­tal in­vestable as­sets held in high-net-worth house­holds. In fact, 13% of ad­vi­sory firms now fo­cus on the wealth­i­est clients that ac­count for less than 1% of the U.S. pop­u­la­tion, ac­cord­ing to Cerulli As­so­ci­ates. As the com­pe­ti­tion for HNW in­vestors tight­ens, ad­vi­sors may want to fo­cus on up-and-com­ing clients who are likely to be­come the next gen­er­a­tion of wealthy in­vestors. For tips on how HNW clients are in­vest­ing, go to:­nix

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