Oct 10, 2022

InvestmentNews: The opportunity presented by middle-class millionaires

two professional businessmen having a conversation while perusing documents

When you consider there are just over 200,000 financial advisors in the United States, which is just about the same number as there are “ultra-high-net-worth-clients,” shouldn’t more advisors focus their energies on marketing to middle-class millionaires?

Allworth Co-CEO Scott Hanson thinks so.

Read the full article at investmentnews.com