Scroll down to review key findings and emerging themes within the high-net-worth universe.




Family Offices
Powerful and Private Institutions


Women of Wealth
The fastest growing segment of the wealthy population


Importance of Advisor/Client Contact
High marks for satisfaction lead to new business opportunities


Referrals
Professionals are the number one source for quality referrals


Luxury Spending
Resistant to recession
 
Referrals

Professionals are the number one source for quality referrals between financial advisors and their clients.

How Advisors Find Their Best Clients

More than 60% of advisors got their best clients from another professional, such as an attorney or an accountant.

SOURCE
PERCENT
From Accountant or Attorney
64.4
From Another Client
29.5
Other Source
6.1

N = 512