Targeting younger clients: Meet the adviser hoovering up 'HENRYs'

It’s The Pro Adviser Podcast

Hannah Godfrey
clock • 1 min read

This week The Pro Adviser Podcast focuses on advising so-called ‘HENRYs’ – High Earners Not Rich Yet.

On this week's podcast PA news editor Hannah Godfrey sits down with Scott Tindle, founder and director of Tindle Wealth Management, to talk about how he works with younger clients who are higher earners but typically asset-poor. Tindle discusses the success of his latest proposition, what ‘HENRYs' tend to want from advice and how he charges those individuals to make it profitable for his firm and worthwhile for his clients. He also talks about how he communicates with so-called 'HENRYs' to ensure they know his firm exists and how he managed to spot a gap in the market that is often un...

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