Attract high-net-worth investors and elevate your advisory services with our comprehensive kit. Designed to address the unique challenges and opportunities of dealing with affluent clientele, this kit serves as your ultimate guide to high-value financial advisory.

This curated kit comes packed with invaluable tools, including:

  • A detailed guide on what high-net-worth investors expect, their specific needs and pain points, and how to attract them to your firm.
  • A checklist featuring the top 5 things every financial advisor should discuss with high-net-worth investors.
  • Two resources detailing how to leverage direct indexing and tax loss harvesting as key strategies to differentiate yourself.
  • A conversation template that walks you through the top 5 talking points to effectively engage high-net-worth business owners.

Focus on offering tailor-made solutions that resonate with high-net-worth investors, ensuring your firm stands out in a competitive market. Take your advisory services to the next level and make your interactions with affluent clients more impactful — for you, and for them.


Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.


Compliance Code: 2 6 5 2, Orion Portfolio Solutions, September 22, 2023