HNW Holistic SOS: Your Mission to Revitalize Wealth Management – Episode Fourteen Financial advisors today have an extraordinary opportunity to attract, serve and retain ultra-wealthy clients—those with a net worth of $25 million or more. The key to making that happen: Bring additional expertise into these clients’ financial lives and coordinate the efforts of the professionals who possess that expertise. The fact is, far too many of these highly affluent investors are not getting—or don’t recognize they’re getting—important services that could add tremendous value to their lives. Nor are they enjoying the benefits that come when those services work in concert with each other to deliver better, more comprehensive outcomes. - A surprisingly high percentage of ultra-wealthy investors don’t appear to work with accountants or attorneys. - Bringing non-investment expertise into your clients’ lives can help you add tremendous value. - Working closely with other experts can also potentially put you in front of more ideal prospective clients.