Skip links

How You Can Generate Leads as a Financial Advisor?

Are you looking to generate more leads as a financial advisor? If you are, then you have come to the right place. The financial advisory business is on its way to a boom, with around 10,000 baby boomers looking to retire daily for the next 15 years.  So, whether you

How Liquidity can help in Succession Planning for Family businesses?

Most families face the problem of successful succession planning for family businesses when they finally come at crossroads with the future. Family-run businesses are built with a lot of time and energy, which means that entrepreneurs are likely to want to preserve it for their next generation.  However, according to

Why are more Middle East Family Offices focusing on transition?

Family offices are currently driving a substantial portion of economic growth in the Middle East. These specialist teams manage the wealthiest families globally and have made their mark over the last 20 years.  However, unlike blue-chip investment firms, family offices in the Middle East stay away from media attention. This

Why Succession planning is necessary

Why Succession Planning is a Necessity for your HNW Clients?

In today’s high-net-worth world, succession planning is no less important than having a financial advisor; any advisor worth his/her salt will inform their clients about it. Ensuring how your client’s wealth will pass on after them should be prioritized, and it is probably the best service you can provide to

10 most effective marketing tools for financial advisors

10 Most Effective Marketing Tools for Financial Advisors

With proper marketing, any business can track growth, boost profits, and increase its brand value in a far lesser time. The financial advice industry is no exception to this rule. Financial advisors need marketing tools to be both online and ready to take real-world action. So, whether you are a

How are Wealth Managers Attracting Ultra-rich

How are wealth managers attracting the Ultra-Rich?

Wealth managers and financial planners have always pursued the coveted portfolios of the ultra-rich. However, wanting to achieve something seldom assures competence.  Nevertheless, there is help when you seek it. Today, we will look into the different tips and tricks that experienced wealth managers use to attract the top 1%.