SPOTLIGHT FEATURE
Wealthy Investors React to Wall St. Meltdown

As mentioned by The Wall Street Journal , Bloomberg and eFinancialNews

Emotional Rollercoaster
New research with high-net-worth investors reveals mounting frustration with their advisors and the financial community as the economy continues to falter.


NEW RESEARCH

Developments in the Family Office
Nearly five years have passed since Hannah and Russ published the seminal book on family offices, a period that proved to be critical for affluent and ultra-affluent families and one that left a wake of permanent change in their goals, preferences and requirements for key financial and lifestyle services.





A Practice Management Newsletter


A new monthly newsletter that delivers the methodologies, processes, and tools needed to build an exceptionally profitable advisory business.






UNDERSTANDING THE WEALTHY
Hannah's proprietary research provides insights into this hard-to-reach market and sheds light on the mindset, behavior and unique characteristics of today's wealthy.


MAXIMIZING CLIENT RELATIONSHIPS
Having a complete picture of each affluent client's emotional and financial responsibilities will help identify their biggest problems and uncover new business opportunities.


ADOPTING BEST PRACTICES
Time-tested techniques can help every financial practioner improve the effectiveness of his or her business and quality of life.


PERFECTING THE REFERRAL PROCESS
The best way to reach affluent and ultra-affluent prospects is through the people and professionals they know and trust.