Nearly half of high-net-worth (HNW) investors, even those who claim they're satisfied with their primary advisers, plan to switch some or all of their business in the next 12 months.

For HNW clients, it's not about what planners know. It's about what they want, and whether they trust planners to provide it. Join this program to learn how to serve HNW clients, and get techniques to help keep them.


Level of Complexity: Intermediate - Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure / 3 years experience

Course Objectives
  • Why HNW investors may leave, even when they are satisfied
  • How to earn your HNW clients' trust
  • What it means to understand their needs
  • How to create a service model that focuses on making clients' experiences personal
Course Information
Date Presented:
November 07, 2018 3:00 PM Eastern
Length:
1 hour
FPA Member Price:
Free
Non-Member Price:
$19.00
Your High Net Worth Client Strategy
Speaker Information
Allie Carey   [ view bio ]
Individual topic purchase: Selected
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$19.00