HNW advisors spend 51% of their time on non-client facing activities such as investment management, administrative & meeting prep.1 Create scale to free up your time.
Offering every service to everyone can be inefficient. A segmented client service model helps you optimize the use of your resources. Be intentional about which services you offer each client.
Establish a network of professionals with specialized expertise to enhance your team’s efficiency and deliver a seamless client experience.
Review your current service model against the needs and preferences of your ideal clients to identify gaps or opportunities to improve your services.
51% of investable assets in the U.S. are controlled by clients with a net worth of more than $5M.2 The increasing concentration of wealth among HNW clients intensifies the competition to serve them.
$500 billion is being inherited annually by adult children of high-net-worth families.3 Retain assets by fostering relationships with the heirs of your clients' wealth.
Create opportunities to meet quality prospects by hosting events, serving community clubs and charities, and collaborating with professionals who focus on serving HNW clients.
Think about who you serve, what you do for them, how you do it, and why you do it. Tweak your value proposition to ensure these aspects align with the HNW clients you want to attract.
Identify what makes you uniquely positioned to serve your ideal client and showcase it in your value proposition and client conversations.
Convey what you stand for to help clients connect more deeply with your business and understand what sets it apart.
Stand out from the competition. Show wealthy clients what makes you different and how they will benefit by choosing to work with you.
Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.
BlackRock has the portfolio process, products and practice management expertise to help you simplify your approach so you can deliver customized services at scale.
1. Source: Cerulli, “U.S. Advisor Metrics,” 2024. HNW practices represented by those with core market greater than $5 million.
2. Source: Cerulli, “Aging Boomers Bring Intergenerational Planning to the Forefront,” 7/19/21.
3. Source: Cerulli, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024.”
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