PFP2613. How to Attract, Serve and Retain High Net Worth Clients

Focusing on High-Net-Worth Investors (HNWIs) and elevating the definition of your ideal client is not a new idea, but in today’s environment, how do you refine this focus and create greater momentum with wealthier families? Are you pulling the right growth levers to accelerate your business? How are you delivering the advice and solutions needed from these demanding, discerning, and diverse HNW investors?

Learning Objectives:

• Understand How to Attract, Serve, and Retain HNW clients
• Understand the importance of Legacy planning and connecting with NextGen investors
• Understand the key aspects of working with HNW clients and how to re-tool your practice to capture this future opportunity