Search
 

Here's how to become a standout among wealth managers

Referrals are the lifeblood of the high net worth business. Here's how agents can get more of them.

By Mark Galante | Updated on September 02, 2014

Insuring high net worth individuals is a terrific business. The long-term financial performance of the niche has been strong for carriers and brokers alike, and the work is both interesting and rewarding due to the fine properties and, more importantly, the people behind it all.  

If you’re finding success in this business, there’s no doubt that your network of referral sources includes members of the wealth management community.  While they come in different shapes and sizes—registered investment advisors (RIAs), family office advisors, and private bankers, to name just a few—wealth managers are arguably among the most influential professionals in your clients’ and prospects’ lives. As such, referral sources from this community are coveted. 

Want to continue reading?
Become a Free
PropertyCasualty360 Digital Reader.

INCLUDED IN A DIGITAL MEMBERSHIP:

  • All PropertyCasualty360.com news coverage, best practices, and in-depth analysis.
  • Educational webcasts, resources from industry leaders, and informative newsletters.
  • Other award-winning websites including BenefitsPRO.com and ThinkAdvisor.com.

Already have an account?

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Dig Deeper

Recommended Stories

PropertyCasualty360

Join PropertyCasualty360

Don’t miss crucial news and insights you need to make informed decisions for your P&C insurance business. Join PropertyCasualty360.com now!

  • Unlimited access to PropertyCasualty360.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including BenefitsPRO.com, ThinkAdvisor.com and Law.com
  • Exclusive discounts on PropertyCasualty360, National Underwriter, Claims and ALM events

Already have an account? Sign In Now
Join PropertyCasualty360

Copyright © 2024 ALM Global, LLC. All Rights Reserved.