{"id":19976,"date":"2024-09-20T14:51:25","date_gmt":"2024-09-20T19:51:25","guid":{"rendered":"https:\/\/bolttech.io\/insights\/%e8%b4%a2%e4%ba%a7%e5%92%8c%e6%84%8f%e5%a4%96%e4%bf%9d%e9%99%a9%e5%9c%a8%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e4%b8%ad%e7%9a%84%e9%87%8d%e8%a6%81%e6%80%a7\/"},"modified":"2024-09-20T14:51:27","modified_gmt":"2024-09-20T19:51:27","slug":"%e8%b4%a2%e4%ba%a7%e5%92%8c%e6%84%8f%e5%a4%96%e4%bf%9d%e9%99%a9%e5%9c%a8%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e4%b8%ad%e7%9a%84%e9%87%8d%e8%a6%81%e6%80%a7","status":"publish","type":"insight","link":"https:\/\/bolttech.io\/zh-hans\/insights\/%e8%b4%a2%e4%ba%a7%e5%92%8c%e6%84%8f%e5%a4%96%e4%bf%9d%e9%99%a9%e5%9c%a8%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86%e4%b8%ad%e7%9a%84%e9%87%8d%e8%a6%81%e6%80%a7\/","title":{"rendered":"\u8d22\u4ea7\u548c\u610f\u5916\u4fdd\u9669\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u7684\u91cd\u8981\u6027"},"content":{"rendered":"\n<p>\u8d22\u5bcc\u7ba1\u7406\u957f\u671f\u4ee5\u6765\u4e00\u76f4\u4f7f\u7528\u4eba\u5bff\u4fdd\u9669\u4ea7\u54c1\u4f5c\u4e3a\u5e2e\u52a9\u9ad8\u51c0\u503c\u5ba2\u6237\u7ba1\u7406\u8d22\u5bcc\u5e76\u5b9e\u73b0\u5176\u957f\u671f\u76ee\u6807\u7684\u4e00\u79cd\u65b9\u5f0f\u3002\n\u7136\u800c\uff0c\u4fdd\u9669\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u7684\u4ef7\u503c\u5e76\u4e0d\u6b62\u4e8e\u4eba\u5bff\u4fdd\u9669\u3002 <\/p>\n\n<p>\u8d22\u4ea7\u548c\u610f\u5916\u4f24\u5bb3\u4fdd\u9669\u5728\u8d22\u5bcc\u7ba1\u7406\u4e2d\u4e5f\u8d77\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\n\u5546\u4e1a\u4fdd\u9669\u6709\u52a9\u4e8e\u4fdd\u62a4\u8fd9\u4e9b\u5ba2\u6237\u7684\u5546\u4e1a\u548c\u804c\u4e1a\u5229\u76ca\uff0c\u800c\u6839\u636e\u4ed6\u4eec\u7684\u72ec\u7279\u60c5\u51b5\u91cf\u8eab\u5b9a\u5236\u7684\u4fdd\u5355\u53ef\u4ee5\u5e2e\u52a9\u6db5\u76d6\u79c1\u4eba\u4f4f\u5b85\u3001\u8f66\u8f86\u3001\u827a\u672f\u6536\u85cf\u54c1\u548c\u5176\u4ed6\u91cd\u8981\u7684\u4e2a\u4eba\u8d22\u4ea7\u3002 <\/p>\n\n<h2 class=\"wp-block-heading\">\u8d22\u4ea7\u548c\u610f\u5916\u9669\u4fdd\u9669\u5bf9\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u91cd\u8981\u6027<\/h2>\n\n<p>\u9ad8\u51c0\u503c\u4eba\u58eb\u5728\u751f\u6d3b\u65b9\u5f0f\u7684\u9009\u62e9\u3001\u4e2a\u4eba\u548c\u804c\u4e1a\u76ee\u6807\u3001\u5c45\u4f4f\u5730\u4ee5\u53ca\u5982\u4f55\u8d5a\u94b1\u548c\u7ef4\u6301\u91d1\u94b1\u65b9\u9762\u5dee\u5f02\u5f88\u5927\u3002<\/p>\n\n<p>\u9664\u4e86\u4ed6\u4eec\u7684\u51c0\u8d44\u4ea7\u5916\uff0c\u8bb8\u591a\u9ad8\u51c0\u503c\u4eba\u58eb\u53ea\u6709\u4e00\u4e2a\u5171\u540c\u7279\u5f81\uff1a\u4ed6\u4eec\u7684\u4fdd\u9669\u4e0d\u8db3\uff0cCNA Insurance \u6267\u884c\u526f\u603b\u88c1\u517c\u9996\u5e2d\u8fd0\u8425\u5b98 <a href=\"https:\/\/insuranceblog.accenture.com\/capturing-the-high-net-worth-insurance-market\" target=\"_blank\" rel=\"noreferrer noopener\">Michael Costonis<\/a> \u5199\u9053\u3002<\/p>\n\n<p>\u201c\u884c\u4e1a\u5206\u6790\u5e08\u4f30\u8ba1\uff0c\u6bcf 10 \u5957\u8c6a\u5b85\u4e2d\u5c31\u6709 7 \u5957\u7684\u4fdd\u9669\u4e0d\u8db3\u3002\n\u6b64\u5916\uff0c\u8bb8\u591a\u9ad8\u51c0\u503c [high net worth individuals] \u4eba\u58eb\u4e0d\u4f1a\u6839\u636e\u8d44\u4ea7\u6216\u98ce\u9669\u7684\u4ef7\u503c\u8c03\u6574\u4ed6\u4eec\u7684\u4fdd\u9669\u9650\u989d\uff0c\u201cCostonis \u5199\u9053\u3002 <\/p>\n\n<h3 class=\"wp-block-heading\">\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u72ec\u7279\u4fdd\u9669\u9700\u6c42<\/h3>\n\n<p>\u5c3d\u7ba1\u9ad8\u51c0\u503c\u5ba2\u6237\u53ef\u80fd\u64c5\u957f\u8d5a\u94b1\u548c\u6295\u8d44\uff0c\u4f46\u4ed6\u4eec\u4e0d\u4e00\u5b9a\u5177\u5907\u638c\u63e1\u4fdd\u9669\u7ec6\u5fae\u5dee\u522b\u7684\u4e13\u4e1a\u77e5\u8bc6\uff0c\u5c24\u5176\u662f\u5728\u5e94\u7528\u4e8e\u7531\u623f\u5c4b\u3001\u8f66\u8f86\u3001\u4f20\u5bb6\u5b9d\u3001\u4f01\u4e1a\u548c\u5176\u4ed6\u8d44\u4ea7\u7ec4\u6210\u7684\u590d\u6742\u7f51\u7edc\u65f6\u3002\n\u56e0\u6b64\uff0c\u8fd9\u4e9b\u5ba2\u6237\u7684\u627f\u4fdd\u8303\u56f4\u901a\u5e38\u5c11\u4e8e\u4ed6\u4eec\u9700\u8981\u7684\uff0c\u800c\u4e14\u4e00\u4e9b\u5bf9\u4ed6\u4eec\u6765\u8bf4\u6700\u91cd\u8981\u7684\u4e8b\u60c5\u53ef\u80fd\u6839\u672c\u6ca1\u6709\u5f97\u5230\u627f\u4fdd\u3002 <\/p>\n\n<p>\u4f8b\u5982\uff0c\u8bb8\u591a\u9ad8\u51c0\u503c\u4e2a\u4eba\u548c\u5bb6\u5ead\u62e5\u6709\u73cd\u8d35\u7684\u6536\u85cf\u54c1\u3001\u53e4\u8463\u6216\u4f20\u5bb6\u5b9d\uff0c\u8fd9\u4e9b\u53ef\u80fd\u4e0d\u5728\u6807\u51c6\u623f\u4e3b\u4fdd\u5355\u7684\u627f\u4fdd\u8303\u56f4\u5185\u3002\n\u5176\u4e2d\u4e00\u4e9b\u53ef\u80fd\u7279\u522b\u96be\u4ee5\u8986\u76d6\uff0c\u56e0\u4e3a\u5b83\u4eec\u7684\u4ef7\u503c\u975e\u5e38\u72ec\u7279\u3002 <\/p>\n\n<p>\u5bf9\u4e8e\u8fd9\u4e9b\u5ba2\u6237\uff0c\u6709\u4ef7\u503c\u7684\u7269\u54c1\u4fdd\u9669\u53ef\u4ee5\u5e2e\u52a9\u6db5\u76d6\u623f\u4e3b\u4fdd\u5355\u6ca1\u6709\u7684\u9879\u76ee\u3002\n\u8fd9\u4e9b\u4fdd\u5355\u901a\u5e38\u5177\u6709\u5f88\u5f3a\u7684\u9002\u5e94\u6027\uff0c\u6db5\u76d6\u4ece\u6536\u85cf\u54c1\u5230\u7ee7\u627f\u7269\u54c1\u518d\u5230\u73cd\u8d35\u7684\u8fd0\u52a8\u5668\u6750\u7684\u6240\u6709\u5185\u5bb9\uff0cOrchid Insurance \u7684\u5168\u56fd\u9ad8\u51c0\u503c\u4e1a\u52a1\u53d1\u5c55\u4e3b\u7ba1 <a href=\"https:\/\/www.insurancebusinessmag.com\/us\/news\/high-net-worth\/protecting-prized-possessions-with-valuable-articles-insurance-180033.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">Charlie Graham<\/a> \u8bf4\u3002 <\/p>\n\n<p>\u9ad8\u51c0\u503c\u5ba2\u6237\u53ef\u80fd\u8fd8\u9700\u8981\u7279\u5b9a\u7684\u7f51\u7edc\u5b89\u5168\u548c\u6570\u636e\u4fdd\u62a4\u4fdd\u9669\u3002\n\u201c\u9ad8\u51c0\u503c\u4eba\u58eb\u5f80\u5f80\u62e5\u6709\u5927\u91cf\u975e\u5e38\u654f\u611f\u548c\u673a\u5bc6\u7684\u4fe1\u606f\u3002\u56e0\u4e3a\u4ed6\u4eec\u7684\u58f0\u8a89\u5f88\u91cd\u8981\uff0c\u5373\u4f7f\u662f\u6ca1\u6709\u7ecf\u6d4e\u4ef7\u503c\u7684\u4e1c\u897f\u4e5f\u4f1a\u9020\u6210\u91cd\u5927\u4f24\u5bb3\uff0c\u201c\u7f51\u7edc\u5b89\u5168\u5f8b\u5e08 <a href=\"https:\/\/www.worth.com\/the-7-biggest-threats-facing-high-net-worth-families-today\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mark Rasch<\/a> \u8bf4\u3002 <\/p>\n\n<p>\u9ad8\u51c0\u503c\u5ba2\u6237\u4e3a\u4fdd\u9669\u516c\u53f8\u63d0\u4f9b\u4e86\u4e00\u4e2a\u57fa\u672c\u4e0a\u5c1a\u672a\u5f00\u53d1\u7684\u5e02\u573a\u3002\n\u4e13\u95e8\u5904\u7406\u9ad8\u51c0\u503c\u4e2a\u4eba\u4fdd\u9669\u9700\u6c42\u7684\u524d\u4e09\u540d\u4fdd\u9669\u516c\u53f8\u627f\u4fdd\u7684\u4fdd\u8d39\u4e0d\u5230 15%\u3002\n\u4e0e\u6b64\u540c\u65f6\uff0c\u8fd9\u4e9b\u5ba2\u6237\u4e2d\u6709 75% \u4e0e\u72ec\u7acb\u4ee3\u7406\u4eba\u548c\u7ecf\u7eaa\u4eba\u5408\u4f5c\uff0cCostonis \u8bf4\u3002  <\/p>\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"679\" src=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-1024x679.jpg\" alt=\"\" class=\"wp-image-8690\" srcset=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-1024x679.jpg 1024w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-300x199.jpg 300w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-768x509.jpg 768w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">\u8d22\u4ea7\u4fdd\u9669\u4f5c\u4e3a\u8d22\u5bcc\u7ba1\u7406\u5de5\u5177<\/h2>\n\n<p>\u5bf9\u4e8e\u9ad8\u51c0\u503c\u4e2a\u4eba\u548c\u5bb6\u5ead\u6765\u8bf4\uff0c\u8d44\u4ea7\u7ba1\u7406\u662f\u4e00\u4e2a\u5f00\u59cb\uff0c\u4f46\u5b83\u53ef\u80fd\u4e0d\u8db3\u4ee5\u5728\u5b9e\u73b0\u76ee\u6807\u7684\u540c\u65f6\u4fdd\u62a4\u4ed6\u4eec\u7684\u9700\u6c42\u3002\n\u76f8\u53cd\uff0c\u8fd9\u4e9b\u5ba2\u6237\u901a\u5e38\u4ece\u4e0e\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u5408\u4f5c\u4e2d\u53d7\u76ca\uff0c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u201c\u66f4\u5e7f\u6cdb\u5730\u5ba1\u89c6\u4ed6\u4eec\u7684\u6574\u4e2a\u8d22\u52a1\u72b6\u51b5\uff0c\u4ee5\u4fbf\u4ee5\u5b9e\u73b0\u4e2a\u4eba\u76ee\u6807\u548c\u62b1\u8d1f\u7684\u65b9\u5f0f\u4f18\u5316\u4ed6\u4eec\u7684\u8d44\u91d1\uff0c\u201dRed Carpet Capital \u9996\u5e2d\u6267\u884c\u5b98 <a href=\"https:\/\/daglar-cizmeci.com\/asset-management-vs-wealth-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Daglar Cizmeci<\/a> \u5199\u9053\u3002 <\/p>\n\n<p>\u8fd9\u4e2a\u66f4\u5e7f\u6cdb\u7684\u89c2\u70b9\u901a\u5e38\u6db5\u76d6\u7684\u4e3b\u9898\u4e4b\u4e00\u662f\u8d22\u4ea7\u548c\u610f\u5916\u4f24\u5bb3\u4fdd\u9669\u7684\u627f\u4fdd\u8303\u56f4\u3002<\/p>\n\n<h3 class=\"wp-block-heading\">\u4fdd\u62a4\u5bcc\u88d5\u5ba2\u6237\u514d\u53d7\u72ec\u7279\u98ce\u9669<\/h3>\n\n<p>\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u8d22\u4ea7\u548c\u610f\u5916\u4f24\u5bb3\u4fdd\u9669\u901a\u5e38\u5fc5\u987b\u540c\u65f6\u8003\u8651\u4e2a\u4eba\u548c\u5546\u4e1a\u89d2\u5ea6\uff0c\u4ee5\u53ca\u5176\u4ed6\u4fdd\u9669\u5ba2\u6237\u53ef\u80fd\u4e0d\u5173\u5fc3\u7684\u7070\u8272\u5730\u5e26\u3002<\/p>\n\n<p>\u4f8b\u5982\uff0cInvestopedia \u7684 <a href=\"https:\/\/www.investopedia.com\/ask\/answers\/052515\/what-are-benefits-high-net-worth-insurance.asp\" target=\"_blank\" rel=\"noreferrer noopener\">Sean Ross<\/a> \u5199\u9053\uff0c\u9ad8\u51c0\u503c\u4eba\u58eb\u53ef\u80fd\u4f1a\u5bfb\u6c42\u4fdd\u62a4\u5efa\u7b51\u7269\u6216\u8d22\u4ea7\u514d\u53d7\u6e05\u6d01\u4e8b\u6545\u3001\u5458\u5de5\u76d7\u7a83\u6216\u5458\u5de5\u6216\u670d\u52a1\u673a\u6784\u8bc9\u8bbc\u7684\u4fdd\u9669\u3002\n\u8fd9\u79cd\u4fdd\u9669\u5bf9\u5176\u4ed6\u5ba2\u6237\u53ef\u80fd\u6ca1\u6709\u4ec0\u4e48\u4ef7\u503c\uff0c\u4f46\u5b83\u53ef\u4ee5\u5e2e\u52a9\u4fdd\u62a4\u9ad8\u51c0\u503c\u4eba\u58eb\u7684\u8d22\u5bcc\u3002 <\/p>\n\n<p>\u8bb8\u591a\u9ad8\u51c0\u503c\u5bb6\u5ead\u901a\u8fc7\u5bb6\u65cf\u529e\u516c\u5ba4\u7ba1\u7406\u4ed6\u4eec\u7684\u5bb6\u65cf\u4e8b\u52a1\u3002\n\u8fd9\u4e9b\u529e\u516c\u5ba4\u5904\u7406\u5e7f\u6cdb\u7684\u8d22\u52a1\u3001\u65e5\u7a0b\u5b89\u6392\u548c\u5176\u4ed6\u4e8b\u52a1\u3002\n\u6839\u636e Boston Private \u8463\u4e8b\u603b\u7ecf\u7406 <a href=\"https:\/\/www.citigold.privateclient.citibank.com\/ivc\/docs\/FamilyOffices_Cybersecurity.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Edward V. Marshall<\/a> 2017 \u5e74\u7684\u4e00\u4efd\u62a5\u544a\uff0c\u5927\u7ea6 15% \u7684\u5bb6\u65cf\u529e\u516c\u5ba4\u7ecf\u5386\u8fc7\u7f51\u7edc\u653b\u51fb\u4e8b\u4ef6\u3002\n\u8fd9\u4e9b\u4e8b\u4ef6\u4ee5\u53ca\u5bb6\u65cf\u529e\u516c\u5ba4\u7684\u5b9e\u4f53\u573a\u6240\u548c\u5185\u5bb9\u5f97\u5230\u4fdd\u969c\uff0c\u6709\u52a9\u4e8e\u4fdd\u62a4\u9ad8\u51c0\u503c\u4e2a\u4eba\u6216\u5bb6\u5ead\u7684\u8d44\u4ea7\u3002   <\/p>\n\n<h3 class=\"wp-block-heading\">\u4fdd\u9669\u5982\u4f55\u5e2e\u52a9\u9ad8\u51c0\u503c\u4eba\u58eb\u505a\u51fa\u66f4\u597d\u7684\u6295\u8d44\u51b3\u7b56<\/h3>\n\n<p>\u9002\u5f53\u7684\u8d22\u4ea7\u548c\u610f\u5916\u9669\u4fdd\u9669\u4e5f\u53ef\u4ee5\u5e2e\u52a9\u9ad8\u51c0\u503c\u5ba2\u6237\u505a\u51fa\u66f4\u597d\u7684\u6295\u8d44\u51b3\u7b56\u3002\n\u4f8b\u5982\uff0c\u6469\u6839\u58eb\u4e39\u5229\u6700\u8fd1\u5f00\u59cb\u901a\u8fc7 Hub \u548c Willis Towers Watson \u7b49\u7ecf\u7eaa\u4eba\u5411\u9ad8\u51c0\u503c\u5ba2\u6237\u63d0\u4f9b\u8d22\u4ea7\u548c\u610f\u5916\u4f24\u5bb3\u4fdd\u9669\u3002 <\/p>\n\n<p>\u6469\u6839\u58eb\u4e39\u5229\u8d22\u5bcc\u7ba1\u7406\u8463\u4e8b\u603b\u7ecf\u7406 <a href=\"https:\/\/www.wealthmanagement.com\/industry\/morgan-stanley-pens-referral-partnership-bring-pc-insurance-hnw-clients\" target=\"_blank\" rel=\"noreferrer noopener\">Joseph Toledano<\/a> \u8868\u793a\uff0c\u901a\u8fc7\u4e3a\u8fd9\u4e9b\u5ba2\u6237\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u8d22\u4ea7\u548c\u610f\u5916\u4fdd\u9669\uff0c\u6469\u6839\u58eb\u4e39\u5229\u5bfb\u6c42\u6539\u5584\u4ed6\u4eec\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u5e76\u5e2e\u52a9\u5ba2\u6237\u8fdb\u884c\u66f4\u6709\u6548\u7684\u8d22\u5bcc\u7ba1\u7406\u3002<\/p>\n\n<p>Toledano \u8bf4\uff1a\u201c\u5982\u679c\u987e\u95ee\u77e5\u9053\u5ba2\u6237\u7684\u98ce\u9669\uff08\u5982\u7b2c\u4e8c\u5957\u623f\u5b50\u3001\u8239\u53ea\u6216\u7f8e\u672f\u6536\u85cf\u54c1\uff09\u5f97\u5230\u4e86\u6709\u6548\u5bf9\u51b2\uff0c\u4ed6\u4eec\u7684\u8d1f\u503a\u5f97\u5230\u4e86\u7167\u987e\uff0c\u8d22\u52a1\u987e\u95ee\u5c31\u53ef\u4ee5\u66f4\u79ef\u6781\u5730\u201d\u63a8\u8350\u8d22\u5bcc\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\uff0c\u5e2e\u52a9\u9ad8\u51c0\u503c\u5ba2\u6237\u589e\u52a0\u8d22\u5bcc\u3002<\/p>\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-1024x682.jpg\" alt=\"\" class=\"wp-image-8680\" srcset=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-1024x682.jpg 1024w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-300x200.jpg 300w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-768x512.jpg 768w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">\u6570\u5b57\u4e16\u754c\u4e2d\u7684\u8d22\u4ea7\u4fdd\u9669\u548c\u8d22\u5bcc\u7ba1\u7406<\/h2>\n\n<p>COVID-19 \u5927\u6d41\u884c\u8fd8\u4fc3\u4f7f\u4fdd\u9669\u516c\u53f8\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u91cd\u65b0\u8003\u8651\u4ed6\u4eec\u7684\u5de5\u4f5c\u4ee5\u53ca\u4ed6\u4eec\u7528\u6765\u4ee3\u8868\u5ba2\u6237\u6267\u884c\u5de5\u4f5c\u7684\u5de5\u5177\u3002\n\u867d\u7136\u65b0\u51a0\u75ab\u60c5\u662f\u4e00\u573a\u5371\u673a\uff0c\u4f46\u5b83\u4e5f\u662f\u4fdd\u9669\u548c\u91d1\u878d\u673a\u6784\u505a\u51fa\u957f\u671f\u9700\u8981\u7684\u6539\u8fdb\u7684\u673a\u4f1a\uff0c <a href=\"https:\/\/www.bcg.com\/publications\/2020\/global-wealth-future-of-wealth-management-ceo-agenda\" target=\"_blank\" rel=\"noreferrer noopener\">Anna Zakrzewski<\/a> \u548c BCG \u7684\u7814\u7a76\u4eba\u5458\u540c\u4e8b\u5199\u9053\u3002 <\/p>\n\n<p>\u4fdd\u9669\u516c\u53f8\u5c06\u5176\u4ea7\u54c1\u6269\u5c55\u5230\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u4e00\u79cd\u65b9\u6cd5\u662f\u5728\u6570\u5b57\u751f\u6001\u7cfb\u7edf\u4e2d\u5efa\u7acb\u6216\u5408\u4f5c\uff0c\u4e3a\u8fd9\u4e9b\u5ba2\u6237\u7684\u72ec\u7279\u9700\u6c42\u63d0\u4f9b\u4e00\u7ad9\u5f0f\u89e3\u51b3\u65b9\u6848\u3002\n\u4f8b\u5982\uff0c\u9ad8\u51c0\u503c\u4eba\u58eb\u901a\u5e38\u9700\u8981\u4f30\u4ef7\u5e08\u7684\u5e2e\u52a9\u624d\u80fd\u4e3a\u8d35\u91cd\u7269\u54c1\u6216\u6536\u85cf\u54c1\u83b7\u5f97\u8db3\u591f\u7684\u4fdd\u9669\u3002\n\u4e3a\u8fd9\u4e9b\u5ba2\u6237\u9700\u6c42\u91cf\u8eab\u5b9a\u5236\u7684\u6570\u5b57\u751f\u6001\u7cfb\u7edf\u53ef\u4ee5\u5e2e\u52a9\u4ed6\u4eec\u627e\u5230\u4f30\u4ef7\u5e08\uff0c\u540c\u65f6\u8fd8\u53ef\u4ee5\u63a8\u8350\u6700\u4f73\u4fdd\u9669\u9009\u9879\u3002  <\/p>\n\n<p>\u201c\u4e00\u5207\u90fd\u662f\u53ef\u4fdd\u9669\u7684;\u5b83\u53ea\u662f\u4ef7\u683c\u4f1a\u6709\u6240\u4e0d\u540c\uff0c\u201cBB&amp;T \u7684 <a href=\"https:\/\/www.sboneinsurance.com\/personal-insurance-high-worth-individuals\/\" target=\"_blank\" rel=\"noreferrer noopener\">Toni Davies<\/a> \u8bf4\u3002\n\u5f53\u8d22\u4ea7\u548c\u610f\u5916\u4f24\u5bb3\u4fdd\u9669\u516c\u53f8\u4e0e\u4f30\u4ef7\u5e08\u548c\u5176\u4ed6\u4e13\u4e1a\u4eba\u58eb\u5728\u6570\u5b57\u751f\u6001\u7cfb\u7edf\u4e2d\u5408\u4f5c\u65f6\uff0c\u4ed6\u4eec\u4f7f\u9ad8\u51c0\u503c\u5ba2\u6237\u66f4\u5bb9\u6613\u4e86\u89e3\u548c\u8d2d\u4e70\u4ed6\u4eec\u9700\u8981\u7684\u4fdd\u9669\u3002 <\/p>\n\n<p>\u968f\u7740\u8d22\u5bcc\u7ba1\u7406\u8fdb\u5165\u6570\u5b57\u9886\u57df\uff0c\u62e5\u6709\u6210\u719f\u6570\u5b57\u4e1a\u52a1\u548c\u57fa\u7840\u8bbe\u65bd\u7684\u516c\u53f8\u6b63\u5728\u7814\u7a76\u5982\u4f55\u6210\u4e3a\u4e0e\u9ad8\u51c0\u503c\u5ba2\u6237\u5efa\u7acb\u5173\u7cfb\u7684\u7ade\u4e89\u5bf9\u624b\u3002\n\u4f8b\u5982\uff0c\u963f\u91cc\u5df4\u5df4\u548c\u4e9a\u9a6c\u900a\u7b49\u516c\u53f8\u9884\u8ba1\u5c06\u5728\u672a\u6765\u51e0\u5e74\u5185\u6269\u5c55\u5230\u6570\u5b57\u8d22\u5bcc\u7ba1\u7406\u9886\u57df\uff0c <a href=\"https:\/\/www.ft.com\/content\/d0249e7e-c526-4f41-941e-0debe1c9cd61\" target=\"_blank\" rel=\"noreferrer noopener\">Stefan Wagstyl<\/a> \u5728\u300a\u91d1\u878d\u65f6\u62a5\u300b\u4e0a\u5199\u9053\u3002 <\/p>\n\n<p>\u8fd9\u4e9b\u516c\u53f8\u5728\u6570\u5b57\u670d\u52a1\u65b9\u9762\u62e5\u6709\u65e0\u4e0e\u4f26\u6bd4\u7684\u7ecf\u9a8c\uff0c\u4f46\u4ed6\u4eec\u4e0d\u5177\u5907\u4fdd\u9669\u548c\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u7684\u6df1\u5ea6\u4e13\u4e1a\u77e5\u8bc6\u3002\n\u5bf9\u4e8e\u9ad8\u51c0\u503c\u4eba\u58eb\u6765\u8bf4\uff0c\u63d0\u4f9b\u4e13\u4e1a\u77e5\u8bc6\u901a\u5e38\u6bd4\u63d0\u4f9b\u50a8\u84c4\u66f4\u6709\u4ef7\u503c\uff0cChubb Europe \u4e2a\u4eba\u98ce\u9669\u670d\u52a1\u4e3b\u7ba1 <a href=\"https:\/\/www.insurancebusinessmag.com\/us\/news\/high-net-worth\/why-having-an-internet-presence-can-bring-highnet-worth-clients-to-brokers-168302.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">Annmarie Camp<\/a> \u8bf4 <\/p>\n\n<p>Camp \u6307\u51fa\uff0c\u63a5\u89e6\u9ad8\u51c0\u503c\u5ba2\u6237\u610f\u5473\u7740\u8003\u8651\u4fdd\u9669\u516c\u53f8\u5982\u4f55\u201c\u6d88\u9664\u6240\u6709\u8fd9\u4e9b\u6742\u4e71\u65e0\u7ae0\uff0c\u8ba9\u4eba\u4eec\u8bf4\uff0c&#8217;\u4f60\u4e3a\u6240\u53d6\u5f97\u7684\u6210\u5c31\u4ed8\u51fa\u4e86\u975e\u5e38\u52aa\u529b\u7684\u52aa\u529b\uff0c\u6211\u4eec\u77e5\u9053\u4f60\u5f88\u5fd9\uff0c\u8ba9\u6211\u4eec\u8bf7\u4e00\u4f4d\u4e13\u5bb6\u6765\u5e2e\u52a9\u4f60\u89e3\u51b3\u8fd9\u4e00\u5207\uff0c\u8fd9\u6837\u4f60\u5c31\u6c38\u8fdc\u4e0d\u5fc5\u62c5\u5fc3\u4fdd\u9669\u4e0d\u8db3\u4e86\u3002<\/p>\n\n<p>\u8bb8\u591a P&amp;C \u4fdd\u9669\u516c\u53f8\u4f7f\u5ba2\u6237\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u66f4\u5bb9\u6613\u4ee5\u6570\u5b57\u65b9\u5f0f\u8d2d\u4e70\u548c\u8d2d\u4e70\u4fdd\u9669\u3002\n\u901a\u8fc7\u8003\u8651\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u72ec\u7279\u9700\u6c42\uff0c\u4fdd\u9669\u516c\u53f8\u4e5f\u53ef\u4ee5\u6784\u5efa\u5438\u5f15\u8fd9\u4e9b\u5ba2\u6237\u7684\u6570\u5b57\u751f\u6001\u7cfb\u7edf\u3002 <\/p>\n\n<p><em>\u56fe\u7247\uff1aMonika Mlynek\/\u00a9123RF.com\uff0c Cathy Yeulet\/\u00a9123RF.com\uff0c langstrup\/\u00a9123RF.com<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8d22\u5bcc\u7ba1\u7406\u957f\u671f\u4ee5\u6765\u4e00\u76f4\u4f7f\u7528\u4eba\u5bff\u4fdd\u9669\u4ea7\u54c1\u4f5c\u4e3a\u5e2e\u52a9\u9ad8\u51c0\u503c\u5ba2\u6237\u7ba1\u7406\u8d22\u5bcc\u5e76\u5b9e\u73b0\u5176\u957f\u671f\u76ee\u6807\u7684\u4e00\u79cd\u65b9\u5f0f\u3002 \u7136\u800c\uff0c\u4fdd\u9669\u5728\u8d22\u5bcc\u7ba1 [&hellip;]<\/p>\n","protected":false},"featured_media":8701,"template":"","insight-category":[],"class_list":["post-19976","insight","type-insight","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/bolttech.io\/zh-hans\/wp-json\/wp\/v2\/insight\/19976","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bolttech.io\/zh-hans\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/bolttech.io\/zh-hans\/wp-json\/wp\/v2\/types\/insight"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bolttech.io\/zh-hans\/wp-json\/wp\/v2\/media\/8701"}],"wp:attachment":[{"href":"https:\/\/bolttech.io\/zh-hans\/wp-json\/wp\/v2\/media?parent=19976"}],"wp:term":[{"taxonomy":"insight-category","embeddable":true,"href":"https:\/\/bolttech.io\/zh-hans\/wp-json\/wp\/v2\/insight-category?post=19976"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}