Attracting High Net Worth Investors - Video

Attracting High-Net-Worth Investors

When high-net-worth investors seek a financial advisor, research shows they don’t prioritize performance or surpassing benchmarks as much as advisors may think. Thomas K.R. Wilson, CFA and executive vice president of Wealth Advisory at Orion, shares which attributes wealthy clients look for, such as holistic wealth planning, and how advisors can provide the best experiences for them.

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¹Source: Proprietary Orion data, as of 11/1/2023.

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