Customer service satisfaction is at a two-decade low, creating an opportunity for financial firms to stand out by enhancing client support. Firms can elevate their offerings by outsourcing to specialized services like Select Advisors. By providing concierge solutions such as due diligence, privacy management, and administrative services, you can stand out from the competition, provide more value for the fees you are charging, and truly be that "one stop shop" for your clients.
Select Advisors Institute offers the best marketing solutions for UHNW clients, providing bespoke branding, personalized content, exclusive events, and privacy-focused digital strategies. With a focus on building deep, trust-based relationships, Select Advisors Institute crafts individualized marketing campaigns that resonate with UHNW clients’ values and interests. Whether it’s through tailored storytelling, private experiences, or precise digital outreach, Select Advisors Institute helps wealth managers connect meaningfully
Customer service satisfaction is at a two-decade low, creating an opportunity for financial firms to stand out by enhancing client support. Firms can elevate their offerings by outsourcing to specialized services like Select Advisors. By providing concierge solutions such as due diligence, privacy management, and administrative services, you can stand out from the competition, provide more value for the fees you are charging, and truly be that "one stop shop" for your clients.
YOU and your clients believe you are trustworthy. But how can you prove that to those who don’t know you? Is there a benchmark for measuring your trust level against, so you can measure your stats and improve them if need be? We believe so, and we want to show you the building blocks around measuring “trust.”
Select Advisors offers personalized concierge services designed for wealth managers and their clients. From bill pay and privacy management to sourcing top professionals, our concierge solutions provide comprehensive support to meet the unique needs of high-net-worth individuals. We help streamline processes, giving wealth managers peace of mind to focus on their relationship development.
For financial advisors, lead generation is crucial for business growth and success. Seeking "money in motion" opportunities allows advisors to proactively engage with potential clients during significant life transitions and events, such as retirement, inheritance, or career changes. By offering tailored guidance and expert financial advice during these pivotal moments, advisors can build trust, establish themselves as valuable resources, and ultimately generate and retain clients. Empowered with sales techniques and using keywords around prospecting, financial advisors can leverage research skills, advanced AI tools, and sophisticated platforms to identify promising leads and establish meaningful connections that last for years.
If you are in any service industry that caters to the ultra high net worth (say wealth management or tax), and you haven’t heard of Indian Creek Island, Florida, then you should sharpen up your “Wealth Detector” skills to know who’s wealthy and where they live. That’s like being in investments and not knowing how the stock market is doing! In this article, I write about one place I am obsessed with, Indian Creek Island, and the lives of those who have moved there!
The phrase “ultra high net worth” has gotten diluted. What is considered ultra high net worth? This article discusses one category of UHNW and that’s the CentiMillionaire Club, people with over $100MM in investable assets. People you want to have as clients! Learn everything you need to know about them!
If you are a non-profit looking to raise funds for your charitable organization, we have summarized for you the top ultra high net worth category that can help you with your endeavors. If you are a financial firm looking to understand which client segments within the UHNW category want to get more involved in philanthropic conversations, this article is for you.
In this video interview, Amy Parvaneh interviews one of the nation’s most sought-after ultra high net worth divorce attorneys about how she makes the determination of which financial advisor to make a referral to, how she believes financial advisors can network with centers of influence like her, and a lot more!
In this video, I discuss the future of the wealth management arena given the advent of AI, as well as discuss how wealth management firms can take advantage of adding Family Office services to their practice. What are family office services beyond investing, tax and legal? What other services should you add to your wealth management firm to truly stand apart from the competition?
There are over 1,035 billionaires in North America alone, accounting for 31% of the Global Billionaire Population. Who are they, and how can you get in front of more of them? This article talks about the billionaire community, as well as lists 10 billionaires most of us have not heard about. Getting a billionaire as a client can be a career-maker, so become a student of this niche sooner than later!
