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A new survey reveals that many millionaires don't "feel wealthy" and are reviewing their financial planning and even adjusting their lifestyles.
Horsesmouth Essential: How do you get HNW prospects off the fence and considering your services? Get them thinking.
Horsesmouth Essential: High-net-worth investors are courted by many advisors. Ignoring the fact that you’ve got high-level competition and failing to take steps to differentiate yourself won’t win you any new clients.
A recent Nielsen survey shows upper-middle, affluent, and wealthy households are decreasing. How will you position yourself to capture the shrinking number of HNW prospects?
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