To attract high-net-worth clients, define what makes you unique

At a high-level view, all clients have the same fundamental need - an advisor who understands their financial goals and has the knowledge and capabilities to help achieve them. So what tips the scales for advisors who attract and serve high-net-worth clients? Pat Daxon, senior vice president, Private Wealth Strategy, and Theresa Bursey, vice president, Advisor Coaching and Productivity at Raymond James share how advisors can position themselves and their practices to serve the unique needs of private wealth clients. Plus, financial advisor Nate Harris gives practical advice for prospecting high-net-worth clients by finding alignment between their values and financial plan.