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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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Aiming to grow your business? Our Wealth Advisory Workbook offers a refined approach. Plus, advisors who engage with our Wealth Advisory team see a 2x increase in close rate of HNW prospects.1
1Source: Proprietary Orion data, as of 11/1/2023.
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Access to the services presented is provided solely to financial advisors by Orion Advisor Technology, LLC. Orion Compare does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. While the information is deemed reliable, Orion Compare does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
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