You Can Win Ultra-Affluent Clients. Here’s How. – The Preeminent Financial Advisor Podcast – Episode 36 One of the smartest moves you can make as a financial advisor is to understand the wants, needs and concerns of ultra-wealthy investors—those with $25 million or more in net worth. One big reason: Advisors with the wealthiest clients tend to generate the highest incomes Positioning your practice to attract these investors can be a key driver of your success going forward. If you think there’s no way to break into this lucrative market, think again. In many ways, the ultra-wealthy aren’t getting the attention they want from their existing advisors. That gives you an opportunity to earn their business—if you have the right business model. Key Takeaways: - Investors with $25 million or more in net worth aren’t getting many of their key needs met by their existing advisors. - A family office business model is designed to deliver the services and solutions that the ultra-affluent want. - Make inroad with ultra-affluent referral sources—such as investment bankers.