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Copyright 2021 © Mike Welter

“Invest in Yourself”, Says Warren Buffet

7 December 2018
communications digital marketing

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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Financial Advisors Should Avoid These Common Mistakes

1 December 2018
communications wealth management

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

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The Shift of Economic Power

1 December 2018
digital marketing wealth management

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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Focus on Clients’ Charitable Giving

1 December 2018
millennials social investment

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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What Qualities Matter in Fund Distributor Relationships

2 November 2018
distributors insurance

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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What Financial Advisors Should Expect from Distributors

23 October 2018
distributors wealth management

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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Wealth Managers in the Asia Pacific Region Going Digital

23 October 2018
apec wealth management

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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Financial Solutions That Matter To Your Clients

23 October 2018
micro finance social investment

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: Create a New Client Value Proposition

12 October 2018
financial advisors fintec millennials

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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How the United Arab Emirates Attracts the Very Wealthy

12 October 2018
uae wealth management

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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