There are over 1,035 billionaires in North America alone, accounting for 31% of the Global Billionaire Population. Who are they, and how can you get in front of more of them? This article talks about the billionaire community, as well as lists 10 billionaires most of us have not heard about. Getting a billionaire as a client can be a career-maker, so become a student of this niche sooner than later!
Thinking of going independent or opening up your own wealth management firm? Make sure you review all the branding and marketing activities you’re going to need to do on an ongoing basis to replace what your large institution was doing on your behalf. We have included in this article a few key solutions.
If you are a non-profit looking to raise funds for your charitable organization, we have summarized for you the top ultra high net worth category that can help you with your endeavors. If you are a financial firm looking to understand which client segments within the UHNW category want to get more involved in philanthropic conversations, this article is for you.
In this article we provide answers to your questions such as: Should you have someone in-house, or should you outsource the role of a marketing for your firm? Do you need a marketing strategist, a CMO, a brand strategist, or something in between? What exactly do you need, and should this person be in-house or external? What to look for in a CMO?
In this article, we discuss the top marketing and sales best practices for CPA’s to differentiate their practice. This article helps you answer the following questions: “Besides providing excellent tax advice, how are you different than my existing CPA (who also provides excellent tax advice and preparation)? Or better yet, how are you different than my online tax preparer?”
In this article, we have written our key takeaways from the 2021 World Wealth Report, created by Capgemini, and distilled action items that financial advisors, wealth managers, family offices and other ultra high net worth service providers can take to advance their market share with this niche segment.
