Shifting Priorities Among Millionaires: Therapy and Personal Training Rise Over Traditional Wealth Advice
Millionaires increasingly prioritize wellbeing, therapy, and personal training over traditional wealth advisory, reshaping wealth management.
Millionaires increasingly prioritize wellbeing, therapy, and personal training over traditional wealth advisory, reshaping wealth management.
AI aids workflows but human trust and referrals remain essential for attracting ultra-rich clients, per CNBC.
