High net worth (HNW) investors are tough to pin down. The majority aren’t twenty-something tech founders; in fact, only about a quarter are self-employed. And sixty percent are over the age of 60.

Typically, their high net worth is a result of healthy financial behaviors. Roughly one-third don’t even have a financial advisor. And when they are open to working with one, they tend to come through referrals.

So what are the keys to winning in this space? Download this report for the latest insights into why HNW investors choose advisors, why they don’t choose advisors – and what you can do to attract more of them to your advisory practice.

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