It’s commonly understood that high net worth investors have more specialized needs than their mass affluent counterparts. But what about the children of high net worth investors—the emerging wealthy?

Studies indicate that only 13% of emerging HNW investors would choose to work with their parents’ advisor.* Whether you currently serve HNW clients or you’re interested in expanding your book of business to include them, the time is now to learn:

• What emerging HNW investors value
• Why they typically cut ties with their parents’ advisors
• How to retain their business long-term

And more. Download the ebook now to start attracting and retaining emerging HNW clients!

*https://fwreport.com/article.php?id=183571#.YFokHLRKjDI