Earn CE Credit | Top Strategies to Differentiate Your Practice
| | | Elevating HNW Client Service: Strategies for Success in Wealth Management |
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| | DATE:
Wednesday
December 18, 2024 |
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| | TIME:
4:00 PM ET
1:00 PM PT |
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In this insightful webinar, we'll explore the evolving landscape of serving high-net-worth (HNW) clients in the wealth management industry. Drawing from the WMIQ comprehensive research, we'll provide actionable strategies and real-world case studies to help financial advisors enhance their service offerings and strengthen client relationships. Join us to discover how to optimize your practice for the unique needs of HNW clients and stay ahead in a competitive market.
Key Takeaways:
Understand the most critical services for HNW/UHNW clients, including estate planning, tax strategies, and personalized financial planning Learn how to leverage technology and digital tools to improve client experience and advisor efficiency Gain insights into customizing your offerings to meet individual client needs and preferences Identify opportunities to expand your service offerings, including alternative investments and banking services |
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| EARN CE CREDIT | | | | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | | |
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| | | Nancy Gordon Head of Advisor Growth BNY Pershing |
| | | Sudhir Tauro Head of Commercial Wealth Products BNY Pershing |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | David Armstrong - Moderator Executive Director, Content WealthManage-ment.com, Informa Connect |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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