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To Win HNW Clients, Consider an Unbundled Advisory Model That Delivers Objective Oversight

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(Image credit: Getty Images) As we near this summer's 250 th anniversary of America's creation, the independent spirit is strong. It's certainly creating more millionaires , a number that has doubled since 2020. The next-level wealth is out there, too, with Forbes reporting that $1.17 million to $2.7 million in net worth puts someone in the nation's top 5%. For independent advisers seeking more of these HNW clients, the opportunity — and challenge — is clear: How do you stand out in a landscape crowded by banks, major wire houses and other independents? There's a reason you became an independent adviser, and that needs to show; it's your unique brand and core values. But just as important, how does your independence benefit the high-net-worth client? From just $107.88 $24.99 for Kiplinger Personal Finance Become a smarter, better informed investor.…

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