![Attracting & Managing High Net Worth Clients [Infographic]](https://www.figmarketing.com/blog/wp-content/uploads/2022/07/HighNetWorth-07.13.21-Header-BL-1170x682.png)
Attracting high net worth clients and managing high net worth clients are two different games in wealth management, but there are three main themes that both share: value, efficiency, and quality financial planning.
If you’re wondering how to attract high net worth clients to your business or want some tips on managing high net worth clients, we’ve highlighted ten main ways you can do so.
Financial advisors who use email marketing can build more profound, trustworthy relationships through valuable education and lead nurturing. We’ve seen partnered advisors generate over 30 new appointments and over $2 million in…
Updated July 27, 2022, at 3:31 PM Dinner seminars for financial advisors have long been a successful marketing technique used by financial professionals across the country. COVID-19 taught us that while we…