What Ultra-Wealthy Clients Really Want From Advisors

What do ultra-high-net-worth clients really want? For starters, according to Linda Mack, founder and president of Mack International, it’s customized solutions. Advisor attentiveness. A client-based planning partnership. And, yes, hand-holding. Stop aspiring to sign these wealthy clients unless you can deliver that and more. “If you don’t have a happy…