Forget Relationships, Complex Services Are Top of Mind for HNW Clients
Aaron White, Chief Growth Officer at Adero Partners, was interviewed by InvestmentNews to discuss key advanced planning strategies for high-net-worth and ultra-high-net-worth clients.
“Our clients have no idea what’s in their 60-page estate plan,” White said. “They don’t understand it, they can’t visualize it, so the service that we’re rolling out to visualize estate planning, Wealth.com, is going to be a major enhancement, and allow for deeper conversations with our clients.”
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