Episode 26: Unlocking Wealth: Strategies for High Net Worth Entrepreneurs
Are your high-net-worth clients truly getting what they need — or are they part of the 60% looking to switch advisors?
In this episode of Sterling Insights, Roger sits down with Paul Lofties, elite advisor strategist at CEG Worldwide. Together, they explore the massive shift in the expectations of high-net-worth entrepreneurs and what elite financial advisors must do to rise to the occasion. Paul draws from cutting-edge research and decades of experience to discuss how affluent entrepreneurs are outgrowing their advisors, what they’re really looking for now, and how advisors can elevate their…
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