Big ticket items

We've been asking advisors who participate the Guide to Wealth if they've won any new business because of it. Here are some big wins I've been told in the past three months:

• A top ranked advisor in Connecticut won TWO $30m accounts who saw him in WSJ
• A top ranked advisor in California says he won an account from the CEO of a helicopter leasing company from his online profile. (Catalina Wine Mixer invite pending)
• A top ranked advisor in NYC won the business of two MBA who's home security start-up was sold at a hefty valuation. They took the time to read through dozens of profile looking for an advisor who dealt specifically in ETFs. 

Barron's and WSJ are the right place to connect with wealthy readers. We can't guarantee these results for all advisors, but leveraging our publications give you a great chance of winning HNW and UHNW investors.