Discover how to optimize your practice to stay ahead in a competitive market

Elevating HNW Client Service:

Strategies for Success in Wealth Management

DATE:
Wednesday
December 18, 2024

TIME:
4:00 PM ET
1:00 PM PT

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

David Armstrong - Moderator

Executive Director, Content

WealthManagement.com, Informa Connect

Kristin Letourneau, PhD - Speaker

Vice President, Research

Informa Engage

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