{"id":19974,"date":"2024-09-20T14:51:24","date_gmt":"2024-09-20T19:51:24","guid":{"rendered":"https:\/\/bolttech.io\/insights\/%e8%b2%a1%e7%94%a2%e5%92%8c%e6%84%8f%e5%a4%96%e4%bf%9d%e9%9a%aa%e5%9c%a8%e8%b2%a1%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":"2024-09-20T14:51:26","modified_gmt":"2024-09-20T19:51:26","slug":"%e8%b2%a1%e7%94%a2%e5%92%8c%e6%84%8f%e5%a4%96%e4%bf%9d%e9%9a%aa%e5%9c%a8%e8%b2%a1%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-hant\/insights\/%e8%b2%a1%e7%94%a2%e5%92%8c%e6%84%8f%e5%a4%96%e4%bf%9d%e9%9a%aa%e5%9c%a8%e8%b2%a1%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":"\u8ca1\u7522\u548c\u610f\u5916\u4fdd\u96aa\u5728\u8ca1\u5bcc\u7ba1\u7406\u4e2d\u7684\u91cd\u8981\u6027"},"content":{"rendered":"\n<p>\u8ca1\u5bcc\u7ba1\u7406\u9577\u671f\u4ee5\u4f86\u4e00\u76f4\u4f7f\u7528\u4eba\u58fd\u4fdd\u96aa\u7522\u54c1\u4f5c\u70ba\u8aac\u660e\u9ad8\u51c8\u503c\u5ba2\u6236\u7ba1\u7406\u8ca1\u5bcc\u4e26\u5be6\u73fe\u5176\u9577\u671f\u76ee\u6a19\u7684\u4e00\u7a2e\u65b9\u5f0f\u3002\n\u7136\u800c\uff0c\u4fdd\u96aa\u5728\u8ca1\u5bcc\u7ba1\u7406\u4e2d\u7684\u50f9\u503c\u4e26\u4e0d\u6b62\u65bc\u4eba\u58fd\u4fdd\u96aa\u3002 <\/p>\n\n<p>\u8ca1\u7522\u548c\u610f\u5916\u50b7\u5bb3\u4fdd\u96aa\u5728\u8ca1\u5bcc\u7ba1\u7406\u4e2d\u4e5f\u8d77\u8457\u81f3\u95dc\u91cd\u8981\u7684\u4f5c\u7528\u3002\n\u5546\u696d\u4fdd\u96aa\u6709\u52a9\u65bc\u4fdd\u8b77\u9019\u4e9b\u5ba2\u6236\u7684\u5546\u696d\u548c\u8077\u696d\u5229\u76ca\uff0c\u800c\u6839\u64da\u4ed6\u5011\u7684\u7368\u7279\u60c5\u6cc1\u91cf\u8eab\u5b9a\u88fd\u7684\u4fdd\u55ae\u53ef\u4ee5\u5e6b\u52a9\u6db5\u84cb\u79c1\u4eba\u4f4f\u5b85\u3001\u8eca\u8f1b\u3001\u85dd\u8853\u6536\u85cf\u54c1\u548c\u5176\u4ed6\u91cd\u8981\u7684\u500b\u4eba\u8ca1\u7522\u3002 <\/p>\n\n<h2 class=\"wp-block-heading\">\u8ca1\u7522\u548c\u610f\u5916\u96aa\u4fdd\u96aa\u5c0d\u9ad8\u51c8\u503c\u5ba2\u6236\u7684\u91cd\u8981\u6027<\/h2>\n\n<p>\u9ad8\u51c8\u503c\u4eba\u58eb\u5728\u751f\u6d3b\u65b9\u5f0f\u7684\u9078\u64c7\u3001\u500b\u4eba\u548c\u8077\u696d\u76ee\u6a19\u3001\u5c45\u4f4f\u5730\u4ee5\u53ca\u5982\u4f55\u8cfa\u9322\u548c\u7dad\u6301\u91d1\u9322\u65b9\u9762\u5dee\u7570\u5f88\u5927\u3002<\/p>\n\n<p>\u9664\u4e86\u4ed6\u5011\u7684\u51c8\u8cc7\u7522\u5916\uff0c\u8a31\u591a\u9ad8\u51c8\u503c\u4eba\u58eb\u53ea\u6709\u4e00\u500b\u5171\u540c\u7279\u5fb5\uff1a\u4ed6\u5011\u7684\u4fdd\u96aa\u4e0d\u8db3\uff0cCNA Insurance \u57f7\u884c\u526f\u7e3d\u88c1\u517c\u9996\u5e2d\u904b\u71df\u5b98 <a href=\"https:\/\/insuranceblog.accenture.com\/capturing-the-high-net-worth-insurance-market\" target=\"_blank\" rel=\"noreferrer noopener\">Michael Costonis<\/a> \u5beb\u9053\u3002<\/p>\n\n<p>\u201c\u884c\u696d\u5206\u6790\u5e2b\u4f30\u8a08\uff0c\u6bcf 10 \u5957\u8c6a\u5b85\u4e2d\u5c31\u6709 7 \u5957\u7684\u4fdd\u96aa\u4e0d\u8db3\u3002\n\u6b64\u5916\uff0c\u8a31\u591a\u9ad8\u51c8\u503c [high net worth individuals] \u4eba\u58eb\u4e0d\u6703\u6839\u64da\u8cc7\u7522\u6216\u98a8\u96aa\u7684\u50f9\u503c\u8abf\u6574\u4ed6\u5011\u7684\u4fdd\u96aa\u9650\u984d\uff0c\u201cCostonis \u5beb\u9053\u3002 <\/p>\n\n<h3 class=\"wp-block-heading\">\u9ad8\u51c8\u503c\u5ba2\u6236\u7684\u7368\u7279\u4fdd\u96aa\u9700\u6c42<\/h3>\n\n<p>\u5118\u7ba1\u9ad8\u51c8\u503c\u5ba2\u6236\u53ef\u80fd\u64c5\u9577\u8cfa\u9322\u548c\u6295\u8cc7\uff0c\u4f46\u4ed6\u5011\u4e0d\u4e00\u5b9a\u5177\u5099\u638c\u63e1\u4fdd\u96aa\u7d30\u5fae\u5dee\u5225\u7684\u5c08\u696d\u77e5\u8b58\uff0c\u5c24\u5176\u662f\u5728\u61c9\u7528\u65bc\u7531\u623f\u5c4b\u3001\u8eca\u8f1b\u3001\u50b3\u5bb6\u5bf6\u3001\u4f01\u696d\u548c\u5176\u4ed6\u8cc7\u7522\u7d44\u6210\u7684\u8907\u96dc\u7db2\u8def\u6642\u3002\n\u56e0\u6b64\uff0c\u9019\u4e9b\u5ba2\u6236\u7684\u627f\u4fdd\u7bc4\u570d\u901a\u5e38\u5c11\u65bc\u4ed6\u5011\u9700\u8981\u7684\uff0c\u800c\u4e14\u4e00\u4e9b\u5c0d\u4ed6\u5011\u4f86\u8aaa\u6700\u91cd\u8981\u7684\u4e8b\u60c5\u53ef\u80fd\u6839\u672c\u6c92\u6709\u5f97\u5230\u627f\u4fdd\u3002 <\/p>\n\n<p>\u4f8b\u5982\uff0c\u8a31\u591a\u9ad8\u51c8\u503c\u500b\u4eba\u548c\u5bb6\u5ead\u64c1\u6709\u73cd\u8cb4\u7684\u6536\u85cf\u54c1\u3001\u53e4\u8463\u6216\u50b3\u5bb6\u5bf6\uff0c\u9019\u4e9b\u53ef\u80fd\u4e0d\u5728\u6a19\u6e96\u623f\u4e3b\u4fdd\u55ae\u7684\u627f\u4fdd\u7bc4\u570d\u5167\u3002\n\u5176\u4e2d\u4e00\u4e9b\u53ef\u80fd\u7279\u5225\u96e3\u4ee5\u8986\u84cb\uff0c\u56e0\u70ba\u5b83\u5011\u7684\u50f9\u503c\u975e\u5e38\u7368\u7279\u3002 <\/p>\n\n<p>\u5c0d\u65bc\u9019\u4e9b\u5ba2\u6236\uff0c\u6709\u50f9\u503c\u7684\u7269\u54c1\u4fdd\u96aa\u53ef\u4ee5\u5e6b\u52a9\u6db5\u84cb\u623f\u4e3b\u4fdd\u55ae\u6c92\u6709\u7684\u5c08\u6848\u3002\n\u9019\u4e9b\u4fdd\u55ae\u901a\u5e38\u5177\u6709\u5f88\u5f37\u7684\u9069\u61c9\u6027\uff0c\u6db5\u84cb\u5f9e\u6536\u85cf\u54c1\u5230\u7e7c\u627f\u7269\u54c1\u518d\u5230\u73cd\u8cb4\u7684\u904b\u52d5\u5668\u6750\u7684\u6240\u6709\u5167\u5bb9\uff0cOrchid Insurance \u7684\u5168\u570b\u9ad8\u51c8\u503c\u696d\u52d9\u767c\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> \u8aaa\u3002 <\/p>\n\n<p>\u9ad8\u51c8\u503c\u5ba2\u6236\u53ef\u80fd\u9084\u9700\u8981\u7279\u5b9a\u7684\u7db2\u8def\u5b89\u5168\u548c\u6578\u64da\u4fdd\u8b77\u4fdd\u96aa\u3002\n\u201c\u9ad8\u51c8\u503c\u4eba\u58eb\u5f80\u5f80\u64c1\u6709\u5927\u91cf\u975e\u5e38\u654f\u611f\u548c\u6a5f\u5bc6\u7684\u8cc7\u8a0a\u3002\u56e0\u70ba\u4ed6\u5011\u7684\u8072\u8b7d\u5f88\u91cd\u8981\uff0c\u5373\u4f7f\u662f\u6c92\u6709\u7d93\u6fdf\u50f9\u503c\u7684\u6771\u897f\u4e5f\u6703\u9020\u6210\u91cd\u5927\u50b7\u5bb3\uff0c\u300c\u7db2\u8def\u5b89\u5168\u5f8b\u5e2b <a href=\"https:\/\/www.worth.com\/the-7-biggest-threats-facing-high-net-worth-families-today\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mark Rasch<\/a> \u8aaa\u3002 <\/p>\n\n<p>\u9ad8\u51c8\u503c\u5ba2\u6236\u70ba\u4fdd\u96aa\u516c\u53f8\u63d0\u4f9b\u4e86\u4e00\u500b\u57fa\u672c\u4e0a\u5c1a\u672a\u958b\u767c\u7684\u5e02\u5834\u3002\n\u5c08\u9580\u8655\u7406\u9ad8\u51c8\u503c\u500b\u4eba\u4fdd\u96aa\u9700\u6c42\u7684\u524d\u4e09\u540d\u4fdd\u96aa\u516c\u53f8\u627f\u4fdd\u7684\u4fdd\u8cbb\u4e0d\u5230 15%\u3002\n\u8207\u6b64\u540c\u6642\uff0c\u9019\u4e9b\u5ba2\u6236\u4e2d\u6709 75% \u8207\u7368\u7acb\u4ee3\u7406\u4eba\u548c\u7d93\u7d00\u4eba\u5408\u4f5c\uff0cCostonis \u8aaa\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\">\u8ca1\u7522\u4fdd\u96aa\u4f5c\u70ba\u8ca1\u5bcc\u7ba1\u7406\u5de5\u5177<\/h2>\n\n<p>\u5c0d\u65bc\u9ad8\u51c8\u503c\u500b\u4eba\u548c\u5bb6\u5ead\u4f86\u8aaa\uff0c\u8cc7\u7522\u7ba1\u7406\u662f\u4e00\u500b\u958b\u59cb\uff0c\u4f46\u5b83\u53ef\u80fd\u4e0d\u8db3\u4ee5\u5728\u5be6\u73fe\u76ee\u6a19\u7684\u540c\u6642\u4fdd\u8b77\u4ed6\u5011\u7684\u9700\u6c42\u3002\n\u76f8\u53cd\uff0c\u9019\u4e9b\u5ba2\u6236\u901a\u5e38\u5f9e\u8207\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u5408\u4f5c\u4e2d\u53d7\u76ca\uff0c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u201c\u66f4\u5ee3\u6cdb\u5730\u5be9\u8996\u4ed6\u5011\u7684\u6574\u500b\u8ca1\u52d9\u72c0\u6cc1\uff0c\u4ee5\u4fbf\u4ee5\u5be6\u73fe\u500b\u4eba\u76ee\u6a19\u548c\u62b1\u8ca0\u7684\u65b9\u5f0f\u512a\u5316\u4ed6\u5011\u7684\u8cc7\u91d1\uff0c\u201dRed Carpet Capital \u9996\u5e2d\u57f7\u884c\u5b98 <a href=\"https:\/\/daglar-cizmeci.com\/asset-management-vs-wealth-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Daglar Cizmeci<\/a> \u5beb\u9053\u3002 <\/p>\n\n<p>\u9019\u500b\u66f4\u5ee3\u6cdb\u7684\u89c0\u9ede\u901a\u5e38\u6db5\u84cb\u7684\u4e3b\u984c\u4e4b\u4e00\u662f\u8ca1\u7522\u548c\u610f\u5916\u50b7\u5bb3\u4fdd\u96aa\u7684\u627f\u4fdd\u7bc4\u570d\u3002<\/p>\n\n<h3 class=\"wp-block-heading\">\u4fdd\u8b77\u5bcc\u88d5\u5ba2\u6236\u514d\u53d7\u7368\u7279\u98a8\u96aa<\/h3>\n\n<p>\u9ad8\u51c8\u503c\u5ba2\u6236\u7684\u8ca1\u7522\u548c\u610f\u5916\u50b7\u5bb3\u4fdd\u96aa\u901a\u5e38\u5fc5\u9808\u540c\u6642\u8003\u616e\u500b\u4eba\u548c\u5546\u696d\u89d2\u5ea6\uff0c\u4ee5\u53ca\u5176\u4ed6\u4fdd\u96aa\u5ba2\u6236\u53ef\u80fd\u4e0d\u95dc\u5fc3\u7684\u7070\u8272\u5730\u5e36\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> \u5beb\u9053\uff0c\u9ad8\u51c8\u503c\u4eba\u58eb\u53ef\u80fd\u6703\u5c0b\u6c42\u4fdd\u8b77\u5efa\u7bc9\u7269\u6216\u8ca1\u7522\u514d\u53d7\u6e05\u6f54\u4e8b\u6545\u3001\u54e1\u5de5\u76dc\u7aca\u6216\u54e1\u5de5\u6216\u670d\u52d9\u6a5f\u69cb\u8a34\u8a1f\u7684\u4fdd\u96aa\u3002\n\u9019\u7a2e\u4fdd\u96aa\u5c0d\u5176\u4ed6\u5ba2\u6236\u53ef\u80fd\u6c92\u6709\u4ec0\u9ebc\u50f9\u503c\uff0c\u4f46\u5b83\u53ef\u4ee5\u5e6b\u52a9\u4fdd\u8b77\u9ad8\u51c8\u503c\u4eba\u58eb\u7684\u8ca1\u5bcc\u3002 <\/p>\n\n<p>\u8a31\u591a\u9ad8\u51c8\u503c\u5bb6\u5ead\u901a\u904e\u5bb6\u65cf\u8fa6\u516c\u5ba4\u7ba1\u7406\u4ed6\u5011\u7684\u5bb6\u65cf\u4e8b\u52d9\u3002\n\u9019\u4e9b\u8fa6\u516c\u5ba4\u8655\u7406\u5ee3\u6cdb\u7684\u8ca1\u52d9\u3001\u65e5\u7a0b\u5b89\u6392\u548c\u5176\u4ed6\u4e8b\u52d9\u3002\n\u6839\u64da Boston Private \u8463\u4e8b\u7e3d\u7d93\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\u5831\u544a\uff0c\u5927\u7d04 15% \u7684\u5bb6\u65cf\u8fa6\u516c\u5ba4\u7d93\u6b77\u904e\u7db2\u8def\u653b\u64ca\u4e8b\u4ef6\u3002\n\u9019\u4e9b\u4e8b\u4ef6\u4ee5\u53ca\u5bb6\u65cf\u8fa6\u516c\u5ba4\u7684\u5be6\u9ad4\u5834\u6240\u548c\u5167\u5bb9\u5f97\u5230\u4fdd\u969c\uff0c\u6709\u52a9\u65bc\u4fdd\u8b77\u9ad8\u51c8\u503c\u500b\u4eba\u6216\u5bb6\u5ead\u7684\u8cc7\u7522\u3002   <\/p>\n\n<h3 class=\"wp-block-heading\">\u4fdd\u96aa\u5982\u4f55\u8aac\u660e\u9ad8\u51c8\u503c\u4eba\u58eb\u505a\u51fa\u66f4\u597d\u7684\u6295\u8cc7\u6c7a\u7b56<\/h3>\n\n<p>\u9069\u7576\u7684\u8ca1\u7522\u548c\u610f\u5916\u96aa\u4fdd\u96aa\u4e5f\u53ef\u4ee5\u8aac\u660e\u9ad8\u51c8\u503c\u5ba2\u6236\u505a\u51fa\u66f4\u597d\u7684\u6295\u8cc7\u6c7a\u7b56\u3002\n\u4f8b\u5982\uff0c\u6469\u6839\u58eb\u4e39\u5229\u6700\u8fd1\u958b\u59cb\u901a\u904e Hub \u548c Willis Towers Watson \u7b49\u7d93\u7d00\u4eba\u5411\u9ad8\u51c8\u503c\u5ba2\u6236\u63d0\u4f9b\u8ca1\u7522\u548c\u610f\u5916\u50b7\u5bb3\u4fdd\u96aa\u3002 <\/p>\n\n<p>\u6469\u6839\u58eb\u4e39\u5229\u8ca1\u5bcc\u7ba1\u7406\u8463\u4e8b\u7e3d\u7d93\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\u904e\u70ba\u9019\u4e9b\u5ba2\u6236\u63d0\u4f9b\u91cf\u8eab\u5b9a\u88fd\u7684\u8ca1\u7522\u548c\u610f\u5916\u4fdd\u96aa\uff0c\u6469\u6839\u58eb\u4e39\u5229\u5c0b\u6c42\u6539\u5584\u4ed6\u5011\u7684\u5ba2\u6236\u9ad4\u9a57\uff0c\u4e26\u5e6b\u52a9\u5ba2\u6236\u9032\u884c\u66f4\u6709\u6548\u7684\u8ca1\u5bcc\u7ba1\u7406\u3002<\/p>\n\n<p>Toledano \u8aaa\uff1a\u201c\u5982\u679c\u9867\u554f\u77e5\u9053\u5ba2\u6236\u7684\u98a8\u96aa\uff08\u5982\u7b2c\u4e8c\u5957\u623f\u5b50\u3001\u8239\u96bb\u6216\u7f8e\u8853\u6536\u85cf\u54c1\uff09\u5f97\u5230\u4e86\u6709\u6548\u5c0d\u6c96\uff0c\u4ed6\u5011\u7684\u8ca0\u50b5\u5f97\u5230\u4e86\u7167\u9867\uff0c\u8ca1\u52d9\u9867\u554f\u5c31\u53ef\u4ee5\u66f4\u7a4d\u6975\u5730\u201d\u63a8\u85a6\u8ca1\u5bcc\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\uff0c\u8aac\u660e\u9ad8\u51c8\u503c\u5ba2\u6236\u589e\u52a0\u8ca1\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\">\u6578\u4f4d\u4e16\u754c\u4e2d\u7684\u8ca1\u7522\u4fdd\u96aa\u548c\u8ca1\u5bcc\u7ba1\u7406<\/h2>\n\n<p>COVID-19 \u5927\u6d41\u884c\u9084\u4fc3\u4f7f\u4fdd\u96aa\u516c\u53f8\u548c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u91cd\u65b0\u8003\u616e\u4ed6\u5011\u7684\u5de5\u4f5c\u4ee5\u53ca\u4ed6\u5011\u7528\u4f86\u4ee3\u8868\u5ba2\u6236\u57f7\u884c\u5de5\u4f5c\u7684\u5de5\u5177\u3002\n\u96d6\u7136\u65b0\u51a0\u75ab\u60c5\u662f\u4e00\u5834\u5371\u6a5f\uff0c\u4f46\u5b83\u4e5f\u662f\u4fdd\u96aa\u548c\u91d1\u878d\u6a5f\u69cb\u505a\u51fa\u9577\u671f\u9700\u8981\u7684\u6539\u9032\u7684\u6a5f\u6703\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\u54e1\u540c\u4e8b\u5beb\u9053\u3002 <\/p>\n\n<p>\u4fdd\u96aa\u516c\u53f8\u5c07\u5176\u7522\u54c1\u64f4\u5c55\u5230\u9ad8\u51c8\u503c\u5ba2\u6236\u7684\u4e00\u7a2e\u65b9\u6cd5\u662f\u5728\u6578\u4f4d\u751f\u614b\u7cfb\u7d71\u4e2d\u5efa\u7acb\u6216\u5408\u4f5c\uff0c\u70ba\u9019\u4e9b\u5ba2\u6236\u7684\u7368\u7279\u9700\u6c42\u63d0\u4f9b\u4e00\u7ad9\u5f0f\u89e3\u6c7a\u65b9\u6848\u3002\n\u4f8b\u5982\uff0c\u9ad8\u51c8\u503c\u4eba\u58eb\u901a\u5e38\u9700\u8981\u4f30\u50f9\u5e2b\u7684\u8aac\u660e\u624d\u80fd\u70ba\u8cb4\u91cd\u7269\u54c1\u6216\u6536\u85cf\u54c1\u7372\u5f97\u8db3\u5920\u7684\u4fdd\u96aa\u3002\n\u70ba\u9019\u4e9b\u5ba2\u6236\u9700\u6c42\u91cf\u8eab\u5b9a\u88fd\u7684\u6578\u4f4d\u751f\u614b\u7cfb\u7d71\u53ef\u4ee5\u5e6b\u52a9\u4ed6\u5011\u627e\u5230\u4f30\u50f9\u5e2b\uff0c\u540c\u6642\u9084\u53ef\u4ee5\u63a8\u85a6\u6700\u4f73\u4fdd\u96aa\u9078\u9805\u3002  <\/p>\n\n<p>\u201c\u4e00\u5207\u90fd\u662f\u53ef\u4fdd\u96aa\u7684;\u5b83\u53ea\u662f\u50f9\u683c\u6703\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> \u8aaa\u3002\n\u7576\u8ca1\u7522\u548c\u610f\u5916\u50b7\u5bb3\u4fdd\u96aa\u516c\u53f8\u8207\u4f30\u50f9\u5e2b\u548c\u5176\u4ed6\u5c08\u696d\u4eba\u58eb\u5728\u6578\u4f4d\u751f\u614b\u7cfb\u7d71\u4e2d\u5408\u4f5c\u6642\uff0c\u4ed6\u5011\u4f7f\u9ad8\u51c8\u503c\u5ba2\u6236\u66f4\u5bb9\u6613\u77ad\u89e3\u548c\u8cfc\u8cb7\u4ed6\u5011\u9700\u8981\u7684\u4fdd\u96aa\u3002 <\/p>\n\n<p>\u96a8\u8457\u8ca1\u5bcc\u7ba1\u7406\u9032\u5165\u6578\u4f4d\u9818\u57df\uff0c\u64c1\u6709\u6210\u719f\u6578\u5b57\u696d\u52d9\u548c\u57fa\u790e\u8a2d\u65bd\u7684\u516c\u53f8\u6b63\u5728\u7814\u7a76\u5982\u4f55\u6210\u70ba\u8207\u9ad8\u51c8\u503c\u5ba2\u6236\u5efa\u7acb\u95dc\u4fc2\u7684\u7af6\u722d\u5c0d\u624b\u3002\n\u4f8b\u5982\uff0c\u963f\u88e1\u5df4\u5df4\u548c\u4e9e\u99ac\u905c\u7b49\u516c\u53f8\u9810\u8a08\u5c07\u5728\u672a\u4f86\u5e7e\u5e74\u5167\u64f4\u5c55\u5230\u6578\u5b57\u8ca1\u5bcc\u7ba1\u7406\u9818\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\u6642\u5831\u300b\u4e0a\u5beb\u9053\u3002 <\/p>\n\n<p>\u9019\u4e9b\u516c\u53f8\u5728\u6578\u4f4d\u670d\u52d9\u65b9\u9762\u64c1\u6709\u7121\u8207\u502b\u6bd4\u7684\u7d93\u9a57\uff0c\u4f46\u4ed6\u5011\u4e0d\u5177\u5099\u4fdd\u96aa\u548c\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u7684\u6df1\u5ea6\u5c08\u696d\u77e5\u8b58\u3002\n\u5c0d\u65bc\u9ad8\u51c8\u503c\u4eba\u58eb\u4f86\u8aaa\uff0c\u63d0\u4f9b\u5c08\u696d\u77e5\u8b58\u901a\u5e38\u6bd4\u63d0\u4f9b\u5132\u84c4\u66f4\u6709\u50f9\u503c\uff0cChubb Europe \u500b\u4eba\u98a8\u96aa\u670d\u52d9\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> \u8aaa <\/p>\n\n<p>Camp\u6307\u51fa\uff0c\u63a5\u89f8\u9ad8\u51c8\u503c\u5ba2\u6236\u610f\u5473\u8457\u8003\u616e\u4fdd\u96aa\u516c\u53f8\u5982\u4f55\u201c\u6d88\u9664\u6240\u6709\u9019\u4e9b\u96dc\u4e82\u7121\u7ae0\uff0c\u8b93\u4eba\u5011\u8aaa\uff0c&#8217;\u4f60\u70ba\u6240\u53d6\u5f97\u7684\u6210\u5c31\u4ed8\u51fa\u4e86\u975e\u5e38\u52aa\u529b\u7684\u52aa\u529b\uff0c\u6211\u5011\u77e5\u9053\u4f60\u5f88\u5fd9\uff0c\u8b93\u6211\u5011\u8acb\u4e00\u4f4d\u5c08\u5bb6\u4f86\u8aac\u660e\u4f60\u89e3\u6c7a\u9019\u4e00\u5207\uff0c\u9019\u6a23\u4f60\u5c31\u6c38\u9060\u4e0d\u5fc5\u64d4\u5fc3\u4fdd\u96aa\u4e0d\u8db3\u4e86\u3002<\/p>\n\n<p>\u8a31\u591a P&amp;C \u4fdd\u96aa\u516c\u53f8\u4f7f\u5ba2\u6236\u6bd4\u4ee5\u5f80\u4efb\u4f55\u6642\u5019\u90fd\u66f4\u5bb9\u6613\u4ee5\u6578\u4f4d\u65b9\u5f0f\u8cfc\u8cb7\u548c\u8cfc\u8cb7\u4fdd\u96aa\u3002\n\u901a\u904e\u8003\u616e\u9ad8\u51c8\u503c\u5ba2\u6236\u7684\u7368\u7279\u9700\u6c42\uff0c\u4fdd\u96aa\u516c\u53f8\u4e5f\u53ef\u4ee5\u69cb\u5efa\u5438\u5f15\u9019\u4e9b\u5ba2\u6236\u7684\u6578\u4f4d\u751f\u614b\u7cfb\u7d71\u3002 <\/p>\n\n<p><em>\u5716\u7247\uff1aMonika Mlynek\/\u00a9123RF.com\uff0c Cathy Yeulet\/\u00a9123RF.com\uff0c langstrup\/\u00a9123RF.com<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8ca1\u5bcc\u7ba1\u7406\u9577\u671f\u4ee5\u4f86\u4e00\u76f4\u4f7f\u7528\u4eba\u58fd\u4fdd\u96aa\u7522\u54c1\u4f5c\u70ba\u8aac\u660e\u9ad8\u51c8\u503c\u5ba2\u6236\u7ba1\u7406\u8ca1\u5bcc\u4e26\u5be6\u73fe\u5176\u9577\u671f\u76ee\u6a19\u7684\u4e00\u7a2e\u65b9\u5f0f\u3002 \u7136\u800c\uff0c\u4fdd\u96aa\u5728\u8ca1\u5bcc\u7ba1 [&hellip;]<\/p>\n","protected":false},"featured_media":8702,"template":"","insight-category":[],"class_list":["post-19974","insight","type-insight","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/bolttech.io\/zh-hant\/wp-json\/wp\/v2\/insight\/19974","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bolttech.io\/zh-hant\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/bolttech.io\/zh-hant\/wp-json\/wp\/v2\/types\/insight"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bolttech.io\/zh-hant\/wp-json\/wp\/v2\/media\/8702"}],"wp:attachment":[{"href":"https:\/\/bolttech.io\/zh-hant\/wp-json\/wp\/v2\/media?parent=19974"}],"wp:term":[{"taxonomy":"insight-category","embeddable":true,"href":"https:\/\/bolttech.io\/zh-hant\/wp-json\/wp\/v2\/insight-category?post=19974"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}