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.
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Retaining and gaining new clients requires financial advisors to focus on meeting clients’ service expectations and more.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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