ENG22SS06. Winning & Retaining HNW Clients, presented by City National Rochdale

To submit a question or participate in polling, click the link above. High-net-worth individuals have more needs and developing sophisticated investment strategies is key to winning and retaining HNW clients. This session will cover how using individual securities and bonds is used as a mechanism to actively manage not only Risk but also Tax mitigation by partnering to develop a tax budget that is managed to throughout the year.

Learning Objectives:

• Identify how to implement practices and develop partnerships to win business and help clients meet their goals.
• Recognize the many factors that are considered when building truly customized portfolios for high-net-worth clients.