Charitable Planning, Clients, Communication and Estate Planning

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

JANUARY 22, 2024

While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

Financial Advisor

Financial Advisor Insurance Coverage Charitable Planning Estate Planning

Midyear Planning Tools for 2016

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. Nonetheless, this is a good time of the year to consider steps to begin or continue your long-term planning process. If there were, we might recommend bigger steps, as we have in the past.

Planning

Planning Taxes Assets Clients

Financial Advisor Source

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Midyear Planning Tools for 2016

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