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Advisors - November 16, 2022

Kevin O’Leary’s 2023 Forecast & How to Win High-Net-Worth Clients

O’Shares Chairman and Shark Tank star Kevin O’Leary sat down with YCharts CEO Sean Brown to share his market outlook, investment philosophy, and tips for financial professionals to acquire high-net-worth clients in today’s volatile markets. Watch to hear how “Mr. Wonderful” and O’Shares Investments CEO, Connor O’Brien, characterize a possible 2023 recession and how this one might be different:

 

How Advisors Can Position Themselves for Uncertain Times

With everything from greeting cards to insecticides in his broad private business portfolio, “Mr. Wonderful” always has his finger on the pulse of multiple economic sectors. Naturally, he’s monitoring the challenges small private businesses are facing heading into 2023, including rising interest rates, staffing issues, and high inflation. These and other factors are making recession possibilities harder and harder to ignore. In this webinar, Kevin lays out his advice for consumers and businesses alike to weather a potential storm.

O’Leary also shares seven tactics that financial professionals can utilize to attract and service high-net-worth clients, particularly in times of economic uncertainty. By identifying what’s important to them and finding solutions to their pain points, advisors can position their businesses for AUM growth.

 

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