Andrea Blackwelder, CFP, ChFC, co-founder of Wisdom Wealth Strategies in Denver, Colo., has worked with all types of clients over the years. But at this point in her career, she says "working with affluent people and the complex situations they bring is where it gets really fun.”
Here are seven tips she shared about working with the high-net-worth crowd:
Tip No. 3: Tell them exactly what you want.
Tip No. 6: Organize targeted events.