Prepare to Be Patient if You Aim to Serve Wealthy Business Owners

Prepare to Be Patient if You Aim to Serve Wealthy Business Owners

March 14, 2014
WealthEngine

The nation’s business owners are an affluent bunch and they require a broad swath of services from a financial adviser — but the potential pay-off to advisers may be many years down the road. About one-third of the nation’s wealthy investors, those who have $1.5 million or more to invest, are business owners, and that proportion jumps dramatically as wealth level rises, a new study finds.

Leave a Reply

Your email address will not be published.

Get our latest insights delivered right to your inbox!