What It Takes To Attract HNW Entrepreneurs As 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 what HNW entrepreneurs are looking for in a financial advisor, how advisors serving this group can differentiate themselves, and what advisors can do to connect with prospective clients in this demographic. The Unique Challenge Of Working With High-Net-Worth Business-Owner Clients [1:55] What Entrepreneurs Want From Their Financial Advisor [9:13] Why Succession Planning Is A High-Value Service For HNW Entrepreneurs [16:04] Repackaging The Firm As A “Virtual Family Office” To Attract HNW Entrepreneurs [20:41] Where Advisors Can Find Business-Owner Clients [30:42] Full transcript and resources: https://www.kitces.com/blog/high-net-worth-hnw-entrepreneurs-attract-prospects-financial-advisor-john-bowen-ceg/