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What It Takes To Attract And Serve HNW Entrepreneurs As A Financial Advisor
04/08/2024
What It Takes To Attract And Serve HNW Entrepreneurs As A Financial Advisor
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what HNW entrepreneurs are looking for in a financial advisor, how advisors serving this group can differentiate themselves, and what advisors can do to connect with prospective clients in this demographic. https://www.kitces.com/blog/high-net-worth-hnw-entrepreneurs-attract-prospects-financial-advisor-john-bowen-ceg/
/episode/index/show/d5109c37-9278-411a-8269-2028735e3fd4/id/32356692
