Articles by Nate Oberholtzer

About the author:

Nate Oberholtzer

Account executive

Nate Oberholtzer is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

How advisors can harness the power of storytelling

Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.

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Relationships matter to HNW clients

Advisors need to remember that the ultimate goal of technology should be to improve the connection their clients have with their finances and the strength of the client-advisor relationship.

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Think like a tour pro and win more HNW clients

With nearly 10 million U.S. households having a net worth of over one million dollars, high-net-worth clients are out there, but the competition is fierce. Success in the HNW market is similar to success on the PGA Tour, where a slight but consistent advantage can make all the difference.

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