Positioning Your Practice for High Net Worth Clients

This practice management presentation will educate advisors on the complex financial needs of high net worth clients as well as how to engage and serve their comprehensive needs. Our presenters, will present case studies to illustrate various planning scenarios, such as facilitating wealth transfer between generations, navigating life events such as having children, marriage, divorce, planning for retirement, and managing business transitions. for speaker bios. Nikki Chuang, on-boarding specialist, and Matt Liamero, Senior Regional Consultant, Northeast Division, both with AssetMark, and Greg Morel, Investment Consultant at Clark Capital Management Group,Click here

Learning Objective(s):

At the end of this session, attendees will have a good understanding of the unique, complex financial needs of high-net-worth clients, their families, and their businesses and how best to advise them.

IntermediateLevel of Complexity:

Registration Fees:

FPA Chapter Members: N/C