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Comprehensive Financial Planning: how to help wealthy clients add purpose to their wealth

Jul 04, 2019

With greater wealth comes greater responsibility. However, these demands often interfere with being able to clearly define the purpose of one’s wealth and building a plan to make that purpose...

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What Wealthy Clients Really Want: A Conversation with Sebastian Dovey

May 13, 2019
 

If there's anyone who knows about the changing needs of wealthy individuals and how advisors must respond to this transformation, it’s Sebastian (Seb) Dovey. This successful...

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Wealth managers must provide unforgettable experiences

Feb 25, 2019

Susan Gutfreund returned home from vacation for a celebration of Piper-Heidsieck’s luxury champagne, a type of wine only ever presented to Marie-Antoinette in 1785. Susan will never be able...

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How financial advisors can design a luxury client experience

Jan 14, 2019

As a financial advisor, you want to provide your clients with an outstanding customer experience right? Well, I hate to be the bearer of bad news, but many advisors are falling short on delivering...

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Living wealth: investors want to live rich lives, not merely accumulate wealth

Sep 24, 2018

Consumers of luxury brands like Rolex, Holt Renfrew or BMW know what to expect when it comes to the quality of jewelry, clothing or vehicle they are buying. They feel special, you might even say ...

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Wealth advice is a luxury business

Sep 10, 2018

Wealth advisors are in the luxury business whether they realize it or not. They just happen to sell investment services to the luxury market. Advisors should look at how luxury brands deliver,...

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Lessons advisors can learn from luxury brand marketing

Aug 27, 2018

While luxury brands are in an elevated category of their own, advisors can learn a lot from their marketing strategies.

A luxury brand is able to connect with its customers by being the top of its...

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