To Attract the Ultra-Wealthy, Partner With Them – Episode Thirteen The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re involved in “steering the ship” as they seek to build and protect their wealth. This desire for active involvement has some big implications if you want to move upmarket and attract (and retain) more affluent clients to your practice. - The vast majority of the ultra-wealthy want to be actively involved in day-to-day investment management decisions. - A whopping 94.9% of this age group want active involvement in the day-to-day management of their investments. - Position yourself as your clients’ CFO and use tech to deliver a hands-on experience.