Sentences with phrase «more affluent clients»

«More and more affluent clients are looking for spa - like features in a home as a way to pamper themselves without having to go to another location,» says Lehmann.

Quite simply, it is a tool financial advisors might recommend to upper middle class, and more affluent clients to cash in on the tax benefits.

While at this point it's being employed mostly by public defenders, whose clients often receive short shrift, once the vids are proven to be effective, there's no doubt that more affluent clients will use them.

Advisors partner with more affluent clients that prefer overall financial advice rather than the standard, apparent and dismal approach of mass marketing by the big banks and large financial institutions.

Not exact matches

Doug Lockwood, a financial planner at Hefty Wealth Partners in Auburn, Ind., says he is having many more conversations with clients lately about young people saving money — although mostly these involve affluent parents expressing their fears over how their grown children will get by in more trying times.

Abele conceived the idea for Tend when he saw how the leading private banks are increasingly concentrating their efforts on ultra-high net - worth (UHNW) clients with more assets and higher transaction volumes, and rather neglecting the less affluent.