Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what HNW entrepreneurs are looking for in a financial advisor, how advisors serving this group can differentiate themselves, and what advisors can do to connect with prospective clients in this demographic.

The Unique Challenge Of Working With High-Net-Worth Business-Owner Clients [1:55]
What Entrepreneurs Want From Their Financial Advisor [9:13]
Why Succession Planning Is A High-Value Service For HNW Entrepreneurs [16:04]
Repackaging The Firm As A “Virtual Family Office” To Attract HNW Entrepreneurs [20:41]
Where Advisors Can Find Business-Owner Clients [30:42]

Full transcript and resources: https://www.kitces.com/blog/high-net-worth-hnw-entrepreneurs-attract-prospects-financial-advisor-john-bowen-ceg/