Here’s What’s Keeping the Affluent Up At Night – The Preeminent Financial Advisor Podcast – Episode 30 As an advisor, you know full well that there’s never a shortage of challenges and concerns on your clients’ minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent? Let’s find out! Key Takeaways: - Investors are concerned about politics, taxes, personal finances, their health and technology risks (among other things). - Meet clients where they are and be ready to listen to the challenges they say they face. - Offer expertise in key areas of importance to the affluent.