Articles by Tuesday Willingale

The idea of having a book a business built primarily on high-net-worth (HNW) clients may sound exciting to most financial advisors, however, there are key considerations for advisors to make in order to properly serve this valuable client segment.

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Though technology is commonplace across the financial services industry, some advisors may feel that it is replacing the human aspect of the client-advisor experience. While our industry is becoming more dependent on tech, technology is here to enhance relationships, not replace them.

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Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.

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