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Best Practices in Client Management
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Ultra High Net Worth professionals make up about 20% of UHNW households (defined as have a net worth, not including the value of their primary residence, of at least $5,000,000), per Spectrem Group research. These highly educated investors are experts in their field and their investment-related attitudes and behaviors differ significantly from their affluent brethren, as do their expectations of and relationships with their advisors.
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Read More.......... [Move into a New Market: Affluent Professionals need your help!]
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