Two Ways To Attract $25-Million-Plus Clients To Your Door – The Preeminent Financial Advisor Podcast – Episode 35 As an advisor, one of the smartest moves you can make is understanding the wants, needs and concerns of investors with $25 million or more in net worth. This cohort is important to the future of your business for a few key reasons: Key Takeaways: - The trickle-down effect. The attitudes among the wealthiest clients out there today tend to flow downstream over time to less affluent groups of clients. - Higher incomes. Not surprisingly, we find that advisors with the wealthiest clients tend to generate the highest incomes. - A growing trend. We’re seeing a growing number of households with more than $25 million in net worth—and often those households are headed by younger generational groups such as Gen Xers and Millennials.