Nerd's Eye View Podcasticles
Nerd's Eye View Podcasticles
Podcast Description
Analyzing data on advisory teams and scaling advisory firms.
Podcast Insights
Content Themes
Focuses on optimizing advisory team dynamics, understanding the needs of high-net-worth clients, and strategies for advisors to differentiate themselves in the market, with episodes diving into team functionality, the complexities of advisory management, and the essentials of client-advisor alignment based on extensive research data.
Analyzing data on advisory teams and scaling advisory firms.
Many advisors focus on attracting and serving individuals (and families) with high net worth. This can be a competitive space, with many people looking to serve these (relatively few) families. The higher the net worth that a family has, the more that an advisory firm has to stand out in order to gain them as clients. However, advisors who can speak directly to the concerns of this client niche can give themselves a unique – and differentiating – advantage to best serve this segment of the population!
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG’s extensive data on what ultra-high net worth (UHNW) families are really worried about and how advisors can serve this group more effectively.
https://www.kitces.com/blog/ultra-high-net-worth-family-concerns-25m-advisor-services-upmarket/
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.