In this in-depth webinar, we will explore the evolving landscape of serving high net worth (HNW) clients in the wealth management industry. Drawing on WMIQ's comprehensive research, we will provide actionable strategies and real-world case studies to help financial advisors improve 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 relationships:

• Understand the most critical services for HNW/UHNW clients, including estate planning, tax strategies and personalized financial planning
• Learn how to use technology and digital tools to improve client experience and advisor efficiency
• Gain insight into customizing your offerings to meet individual customer needs and preferences
• Identify opportunities to expand your service offerings, including alternative investments and banking services
  

Produced by

Sponsored by

David Armstrong – Moderator
Executive Director, Content, WealthManagement.com
Informa Connect

Kristin Letourneau, PhD – Chair
Vice President, Research
Informa Engage