Building strong personal relationships with clients are critical to improving satisfaction rates with high net worth individuals (HNWI) and to capitalize on ongoing asset consolidation trends.
Continue readingFinancial Advisors Should Avoid These Common Mistakes
Retaining and gaining new clients requires financial advisors to focus on meeting clients’ service expectations and more.
Continue readingThe Shift of Economic Power
The rise of high-net-worth, affluent and retail investors in Asia and other emerging markets has sparked the need for new financial products. Among the most popular are those that reflect strong consumer protection rules and can be sold across jurisdictions.
Continue readingFocus on Clients’ Charitable Giving
Advisors, who make it a priority to understand their clients’ philanthropic interests and then provide insightful guidance on how to integrate their philanthropy in their overall financial plans, are those that do gain their clients’ greater confidence and referrals.
Continue readingWhat Qualities Matter in Fund Distributor Relationships
While meeting key service quality metrics is important, In the Asian markets, in particular, what makes a distributor stand out and building strong, lasting relationship with financial advisors is a broad knowledge of the local market and all its distinctive nuances.
Continue readingWhat Financial Advisors Should Expect from Distributors
Today’s financial advisors are seeking out distributors that can demonstrate the ability to provide more than just product. Today’s successful distributors are delivering strategy, information and value in other ways to their partners.
Continue readingWealth Managers in the Asia Pacific Region Going Digital
As the digital transformation of the financial industry accelerates, wealth managers who embrace the change will find new opportunities and continue to prosper with their clients.
Continue readingFinancial Solutions That Matter To Your Clients
Consumers are increasingly aligning spending with brands reflecting their values. Many investors look to align their financial goals with products and services reflecting their philosophical and social convictions.
Continue readingFinancial Advisors: Create a New Client Value Proposition
Financial advisors need to continue demonstrating value to their clients. That requires their value proposition evolve to keep pace with market trends, changing demographics and business priorities.
Continue readingHow the United Arab Emirates Attracts the Very Wealthy
In addition to affluent expats, the very wealthy have taken notice of the many advantages the UAE offers. Dubai in particular has become a magnet for ultra-high-net-worth individuals.
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