What the Wealthy Really Want

The 4 Elements of a Planning Experience HNW Clients Crave

You say you offer comprehensive planning—but don’t have a systemized way to proactively deliver it across your book.
You actually do offer full-service planning—but fail to communicate it in a way clients understand, remember, and value.
You’ve got all of the above locked down and are getting the referrals to prove it.

If you’re in the third category, you’re welcome to attend our latest webinar, too, but this might not be for you.

If you fall into either of the first two categories, you’ve got a systems and communications gap.

It’s why some clients stay for life… and others walk after a market dip. It’s definitely why you are not getting the client advocacy you could be.

And the data proves it.

According to a Spectrum Group study on high-net-worth investors:

93% of clients expect wealth transfer advice while alive—but only 17% feel they get it.
89% want tax planning—but only 25% report receiving it.
91% want estate planning—but just 22% say it’s part of the relationship.
And non-liquid asset management? 87% expect it. 3% receive it.

That’s not just a communication issue—it’s a trust issue.

When HNW clients feel like key areas are missing—or unclear—they assume your planning is incomplete. (Even if it’s not.)

Why so many advisors think they’re comprehensive, but clients don’t feel it or know it
How to implement thematic planning that makes your services — and the value you provide — obvious and desirable
Simple meeting frameworks that package your work into a compelling narrative
Tools, content, and checklists that instantly reinforce YOUR value
Real examples of how other advisors are using this process to create knowledgeable advocates

These strategies are already being used by some of the industry’s top-performing advisors to increase retention, referrals, and AUM.

And most importantly: They do it without working more hours or “reinventing” their business.