On this insightful webinar, we’ll discover the evolving panorama of serving high-net-worth (HNW) shoppers within the wealth administration business. 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 easy methods to optimize your follow for the distinctive wants of HNW shoppers and keep forward in a aggressive market.
Key Takeaways:
- Perceive essentially the most vital providers for HNW/UHNW shoppers, together with property planning, tax methods, and personalised monetary planning
- Learn to leverage expertise and digital instruments to enhance shopper expertise and advisor effectivity
- Acquire insights into customizing your choices to fulfill particular person shopper wants and preferences
- Establish alternatives to broaden your service choices, together with different investments and banking providers
Produced by
Sponsored by
David Armstrong – Moderator
Government Director, Content material, WealthManagement.com
Informa Join
Kristin Letourneau, PhD – Speaker
Vice President, Analysis
Informa Have interaction
