I would love to get wealth advice from a billionaire.  I will ask about his strategy for amassing a fortune. I will also find out the personality traits that made him so successful. Many people go to the bank for professional wealth advice.  Sadly, when you step in, chances are you will not get to speak to a billionaire.  You are also unlikely to be served by a millionaire.  In fact, it is doubtful the banker assisting you in the room is any richer than you. To be advised by a "wealth expert" who is not affluent himself is an amusing thought.  Until I was reminded that bankers are merely salespeople: "Personal bankers have sales quotas like any other sales person, and most of their salaries rely heavily on commission."  - AskMen AskMen: What Your Bank Doesn't Want You To Know Priority/......