On this insightful webinar, we’ll discover the evolving panorama of serving high-net-worth (HNW) purchasers within the wealth administration trade. Drawing from the WMIQ complete analysis, we’ll present actionable methods and real-world case research to assist monetary advisors improve their service choices and strengthen shopper relationships. Be a part of us to find easy methods to optimize your apply for the distinctive wants of HNW purchasers and keep forward in a aggressive market.
Key Takeaways:
- Perceive probably the most essential companies for HNW/UHNW purchasers, together with property planning, tax methods, and personalised monetary planning
- Discover ways to leverage expertise and digital instruments to enhance shopper expertise and advisor effectivity
- Acquire insights into customizing your choices to satisfy particular person shopper wants and preferences
- Establish alternatives to broaden your service choices, together with different investments and banking companies
Authorised for AEP (from NAEPC)
Produced by
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
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 Progress
BNY Pershing
Sudhir Tauro – Speaker
Head of Business Wealth Merchandise
BNY Pershing