2017 UHNW Investor - Advisor Relationships and Changing Advice Requirements
What do Ultra High Net Worth Investors Expect From Their Advisor Relationships?
How satisfied are the UHNW with their advisor relationships? What are their communication expectations?
What services are they most likely to seek financial guidance on? Long-term care? Estate planning?
Do these ultra-wealthy investors feel they are knowledgeable about products and investments.
Why should you purchase this report?
- Discover the expectations of investors with $5 million to $25 million in net worth (not including their primary residence).
- Uncover their current advisor use and which types of financial advisors they prefer.
- Increase your knowledge their reasons for switching advisors, as well as the factors that influence their decision to hire an advisor.
- Gather insights into the services with which they plan to seek financial guidance in the future
- Create better marketing and sales materials to target these sought-after clients with better insights into their advisor relationships and communication expectations.