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Capturing the Affluent Entrepreneur Opportunity – Episode 24
Manage episode 435212456 series 3518816
A tartalmat a CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now.
- Many entrepreneurs are seriously considering switching their current primary advisors.
- These entrepreneurs aren’t happy with the overall results they’re getting, including poor communication levels from their advisors.
- Business owners prefer advisors who can address both their professional financial concerns and their personal financial needs and wants.
Here’s how to take advantage of affluent entrepreneurs’ dissatisfaction with their current advisors and their desire to work with professionals who can take a holistic approach with them.
25 epizódok
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