Evoke Advisors ’s Post

It’s evident that for consistent and long-term growth, advisories need diversity and to bolster their organic growth strategies, including leveraging traditional marketing avenues. Shauna Mace, CHPC™️ breaks down learnings from the 2023 InvestmentNews Benchmarking Study sponsored by SEI to give advisors the cold facts and tools to combat them. 1.  Sustaining growth 2.  Engaging new clients in a volatile environment 3.  Gaining scale, capacity and efficiency Interested in a copy of the study? DM me for more information. https://lnkd.in/eB2fKcwV

𝐂𝐥𝐢𝐦𝐛𝐢𝐧𝐠 𝐭𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐋𝐚𝐝𝐝𝐞𝐫: 𝐏𝐫𝐨𝐯𝐞𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐑𝐞𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐔𝐥𝐭𝐫𝐚-𝐖𝐞𝐚𝐥𝐭𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 Key learning points: ✅ Nuanced wealth management. Delve deep into the sophisticated approach to wealth management that resonates with 70.8% of ultra-wealthy clients, a preference that remarkably escalates to 96.5% among millennials. ✅ Collaborative investment planning. Learn how to engage with 82.1% of ultra-wealthy investors eager to collaborate with you in crafting successful investment portfolios. ✅ Team synergy. Understand the preference of 80.3% of ultra-wealthy clients to work closely with a team of seasoned professionals, including accountants and attorneys, fostering the creation of synergized, optimal solutions. ✅ Adaptive advisory services. Discover strategies to adapt your advisory services seamlessly, aligning with the evolving preferences and needs of the ultra-wealthy, thereby fostering sustainable growth in your practice. Exclusive resource for attendees: In our steadfast commitment to accelerating your success, we offer an exclusive resource to all attendees - a copy of our latest Play to Win report. This document, carefully crafted by the experts at CEG Insights, is a vital tool in your journey to excellence. It encapsulates groundbreaking insights and strategies that are pivotal in attracting and retaining ultra-wealthy clients, aiding them in leading their best lives. This is not just a report; it's your road map to significantly expanding your ultra-wealthy client base, a crucial step in elevating your practice to a realm of greater success and influence. Don't miss this golden opportunity to accelerate your success even more. Thursday, May 23, 2024 at 4:00 PM (GMT-04:00) Eastern Time - New York Register here https://lnkd.in/gWrZuHyF #wealthmanagement #financialadvisors #investmentplanning #playtowin 

Prepare to redefine your approach to wealth management. This exclusive webinar promises to elevate your practice to unprecedented heights, offering a transformational experience that aligns perfectly with the expectations and preferences of the ultra-wealthy clientele. https://lnkd.in/gkuD9HdC

Are you ready to take your practice to new heights? Join our exclusive webinar, "Climbing the Wealth Ladder: Proven Strategies for Attracting and Retaining Ultra-Wealthy Clients," and discover the secrets to success in the high-net-worth market. https://lnkd.in/gkuD9HdC

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

Throughout his 33 years with Prudential, financial advisor Pratik Shah has found success by driving growth and sharing financial knowledge in Asian American communities, resulting in several accolades such as Million Dollar Round Table and President’s Citation honors. Today, he picks up another well-deserved award, being named 2024 AAPI Financial Advisor of the Year by the Wealth Solutions Report. Join me in congratulating Pratik! To read more on Pratik’s award, visit: https://bit.ly/4aEF2ya #AAPI #FinancialServices #FinancialPlanning #Prudential #PrudentialAdvisors

I am honored to announce that I have been recognized as one of the Forbes Best-In-State Wealth Advisors. I believe this accolade represents and impressive list of professionals that come to work with one goal on their minds- helping their clients succeed. NOTE: The content is approved to be shared only through interactive profile on Social Media where the applicable ratings disclosures must be added. Please see applicable disclosures below. Any other use outside of that would require a new and separate CAR submission. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) . The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.