Yes, High-Net-Worth Clients Search Google and AI to Find Advisors
The Myth vs. Reality There’s a lingering belief in some marketing circles – and even among a few advisory firms – that high-net-worth (HNW) clients don’t use Google to find a financial advisor. The thinking goes: if someone has $1 million or more to invest, they’ll just ask their attorney, CPA, or golf buddy for […]
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