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 part of us to find the best way 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 providers for HNW/UHNW purchasers, together with property planning, tax methods, and personalised monetary planning
- Learn to leverage expertise and digital instruments to enhance shopper expertise and advisor effectivity
- Achieve insights into customizing your choices to satisfy particular person shopper wants and preferences
- Establish alternatives to increase your service choices, together with different investments and banking providers
Permitted 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
Government Director, Content material, WealthManagement.com
Informa Join
Kristin Letourneau, PhD – Speaker
Vice President, Analysis
Informa Have interaction
Nancy Gordon – Speaker
Head of Advisor Progress
BNY Pershing
Sudhir Tauro – Speaker
Head of Business Wealth Merchandise
BNY Pershing
