Advising or prospecting for wealthy clients need not be an ordeal. If you start with a fundamental understanding of where the wealthy spend their money, you can better understand where their pain points are and what matters most to them. Bryce Sanders gives a an inside look at what a financial advisor might consider when dealing with those who are very well-off.
Read the full article on ThinkAdvisor
Want more Dunham? Check out some of our recommended posts below or subscribe to the Dunham Blog.Subscribe to the Dunham Blog