How Wealth Managers are Winning Business With the Ultra-Wealthy

According to David Friedman, president of
Wealth-X, one in every three ultra-high-net-worth investors are looking to change their asset
manager or advisor. To attract and maintain these elite clients, advisors need to create an
exclusive experience for each investor and a wealth plan that anticipates their needs.

Download this paper to learn how to:
Assess the size of the market opportunity to
serve this elite group.
Prepare in-depth profiles on specific high-net
worth individuals.
Develop a referral business to expand your
assets and revenues.