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Capturing the Affluent Entrepreneur Opportunity – Episode 24
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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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