Wed, 14 Oct
|Online - Zoom
How to Move Upmarket
Moving upmarket is one of the biggest productivity lifts available to an advisor: join us for an hour on what it takes, what it risks, and who you have to become.
Time & Location
14 Oct 2026, 12:00 – 13:00
Online - Zoom
About the event
How Advisors Can Move Upmarket
Wednesday, 14 October 2026 | 12:00 | 60 minutes
The arithmetic is straightforward enough. Wealthier clients bring more complicated problems. More complicated problems call for more sophisticated solutions. Advisors who can deliver those solutions command a considerably higher premium on their time: Kitces Research puts the most productive advisors at an implied hourly rate more than double the average, and moving upmarket is one of the clearest routes to it.
So why doesn't every advisor do it?
Because the arithmetic is the easy part. Moving upmarket isn't a decision to pursue a different sort of client: it is a decision to become a different sort of advisor. The conversations change. The questions you're expected to answer change. So does the standard you're measured against, and so does the tolerance for being the person in the room who is still learning.
We'll spend the hour on…