This WMIQ webinar will discover the dynamic relationship between monetary advisors and high-net-worth (HNW) buyers within the wealth administration business. Drawing from complete analysis by WealthManagement.com and BNY Pershing, we’ll present actionable methods to assist monetary advisors bridge the hole between their efficiency and investor expectations. Be a part of us to find how one can improve your service choices, strengthen consumer relationships, and keep aggressive within the evolving wealth administration panorama.
Key Takeaways:
- Perceive the notion hole between advisor confidence and investor satisfaction, and study methods to align your companies with consumer expectations higher
- Acquire insights into the rising demand for personalised recommendation, significantly in areas resembling threat administration, property planning, and tax methods for HNW purchasers
- Learn to leverage digital instruments and improve your technological choices to enhance consumer expertise and meet the growing demand for self-service choices
- Uncover the significance of proactive communication, transparency, and complete long-term monetary methods in constructing belief and fostering stronger consumer relationships
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been authorised for (1) credit score hour.
Produced by
Sponsored by
David Armstrong – Moderator
Government Director, Content material, WealthManagement.com
Informa Join
Kristin Letourneau, PhD – Speaker
Vice President, Analysis
Informa Interact
Nancy Gordon – Speaker
Head of Advisor Development
BNY Pershing
Sudhir Tauro – Speaker
Head of Industrial Wealth Merchandise
BNY Pershing