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Capturing the Affluent Entrepreneur Opportunity – Episode 24
Manage episode 435212456 series 3518816
Το περιεχόμενο παρέχεται από το CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now.
- Many entrepreneurs are seriously considering switching their current primary advisors.
- These entrepreneurs aren’t happy with the overall results they’re getting, including poor communication levels from their advisors.
- Business owners prefer advisors who can address both their professional financial concerns and their personal financial needs and wants.
Here’s how to take advantage of affluent entrepreneurs’ dissatisfaction with their current advisors and their desire to work with professionals who can take a holistic approach with them.
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