CHAPTER 28

Executives

EXECUTIVES OF PUBLIC COMPANIES REPRESENT one of the highest percentages of millionaires in the United States. Information about them is readily accessible, and the need for professional financial advice is very high. For all those reasons, financial advisors who make a commitment to this market will be rewarded for their efforts. To be successful with this market, however, you must be committed to developing the required expertise. Successful senior executives have very specific and often complex needs that you must understand and be able to help them solve. The advisors I know who have successfully penetrated this market have developed the necessary expertise and made a major time commitment to understand the unique needs ...

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