In his article entitled “Delivering Prestige Efficiently” Kirk Loury, President of Wealth Planning Consulting Inc. describes the three core services a firm must be able to deliver if they want to efficiently serve HNW clients: Planning Quality, Investment Returns, and Responsive Communication.
“Fail to perform any of these services, and you risk the loss of a client, regardless of any enticing non-investment services you may provide.” In his article, Kirk explains how to engineer prestige into these core services in a manner that will set you apart in today’s highly competitive market:
This article originally appeared in the Journal of Financial Planning Practice Management Blog on February 9, 2016.