Attracting High Net Worth Investors
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When high net worth investors seek a financial advisor, research shows they don’t prioritize performance or surpassing benchmarks as much as advisors may think.
Thomas K.R. Wilson, CFA and executive vice president of Wealth Advisory at Orion, shares which attributes wealthy clients look for, such as holistic wealth planning, and how advisors can provide the best experiences for them.
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Originally posted on: https://www.wealthmanagement.com/wealth-planning/attracting-high-net-worth-investors