Arizent.com Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.
| | | | | Q: What should advisors keep in mind if they are looking to get into the UHNW market?
A: “When you serve one of those families, with their complex needs you can’t do it alone. It’s a team sport. You need a well-defined team with lots of skill sets that match the needs of your family. That is something that if you’re all alone is really hard to do,” says Rick D'Amico, managing partner of Merchant Credit Partners. | |
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