Smart advisors know having more high-net-worth (HNW) investors and their assets in their book of business can free up time to pursue new business opportunities and drive further growth. And emerging HNW investors are a segment worth pursuing: They represent almost 10% of all U.S. households, and more than one-third of them don’t have a financial advisor. However, understanding their needs is key.

Download this white paper now for insights on how to close the generational gap to reach emerging HNW investors. You will learn:

• What this group prioritizes and values above all else, including why they choose their advisors
• What gets in the way of advisors retaining their clients’ children
• What investing strategies to use in order to retain these clients

No matter the status of the economy, these prospects need financial advice. It may seem overwhelming to do the work to connect with this demographic, but it could pay off in business growth. Find out how!

2541-OAS-10/05/2020