Down to a fine art.
There is a knack to being a successful intermediary in the high net worth market, says Tom Pejnovic, and a large part of it comes down to identifying new clients, some of whom are unaware they are eligible.
High net worth and mid net worth clients can be born or self-made andthe same rule can be applied to successful intermediaries in the
market.
Of course, just as some clients are to the manor born, for some
intermediaries an HNW or MNW client base is a natural extension of their
social circle.
On the other hand, some HNW and MNW clients gradually acquire wealth,
often so quietly that they remain on standard policies when they should be
moving onto bespoke insurance. Similarly, a proactive
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@insuranceage.co.uk.
You are currently unable to print this content. Please contact info@insuranceage.co.uk to find out more.
You are currently unable to copy this content. Please contact info@insuranceage.co.uk to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@insuranceage.co.uk
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@insuranceage.co.uk
Most read
- Wakam receives PRA approval for new £500m GWP UK insurer
- Aviva’s David Martin on the art of the possible
- LV claims director Milliner tipped for DLG role after exit