Finding and servicing elite wealth
The First Annual Elite Wealth Management Conference in Boston covered how an advisor can successfully work with some of the more than 751,000 families worth a minimum of $20 million that command more than $97 trillion.
Read Mike Byrnes’ Private Wealth magazine articles called:
Read how advisors need to change their approach to find ‘submerged whales’ and better cater to the super rich. Also, understand how a ‘war room’ technique can make you more successful.
Learn about how the ultra high net worth need a team of professionals that the advisor should quarterback. Get insights into two important services: concierge medicine and personal security.
Need help working with clients that have millions or even billions of dollars? Contact Byrnes Consulting for assistance.