Capturing the Affluent Entrepreneur Opportunity – The Preeminent Financial Advisor Podcast – Episode 24 Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now. Key Takeaways: - Commit to understanding entrepreneurs’ unique needs and aspirations, and the complexities of their financial and business landscapes. - Build a virtual family office to provide a comprehensive, bespoke suite of services that mirrors the traditional family office’s exclusivity. - Distinguish yourself by offering tailored succession planning services.