This WMIQ webinar will discover the dynamic relationship between monetary advisors and high-net-worth (HNW) traders within the wealth administration business. Drawing from complete analysis by WealthManagement.com and BNY Pershing, we’ll present actionable methods to assist monetary advisors bridge the hole between their efficiency and investor expectations. Be part of us to find how you can improve your service choices, strengthen shopper relationships, and keep aggressive within the evolving wealth administration panorama.
Key Takeaways:
- Perceive the notion hole between advisor confidence and investor satisfaction, and be taught methods to align your providers with shopper expectations higher
- Achieve insights into the rising demand for personalised recommendation, notably in areas comparable to threat administration, property planning, and tax methods for HNW purchasers
- Discover ways to leverage digital instruments and improve your technological choices to enhance shopper expertise and meet the rising demand for self-service choices
- Uncover the significance of proactive communication, transparency, and complete long-term monetary methods in constructing belief and fostering stronger shopper relationships
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Produced by
Sponsored by
David Armstrong – Moderator
Govt Director, Content material, WealthManagement.com
Informa Join
Kristin Letourneau, PhD – Speaker
Vice President, Analysis
Informa Interact
Nancy Gordon – Speaker
Head of Advisor Development
BNY Pershing
Sudhir Tauro – Speaker
Head of Business Wealth Merchandise
BNY Pershing