What High-Net-Worth Prospects (Really) Want From A Financial Advisor - Michael Kitces & John Bowen

Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors. The discussion highlights the often-misinterpreted needs of HNW clients and how advisors can ensure their services are aligned to meet their clients' expectations most effectively.

How Do Advisors Differentiate Themselves? [4:49]
The 5 Value Propositions Financial Advisors Can Offer Prospects [11:22]
The “Sweet Spot” Of High-Net Worth Clients [27:40]
Using (Niched) Value Propositions As Marketing Differentiators [32:34]

Transcript and PPT available at the link: https://www.kitces.com/blog/high-net-...