High-Net-Worth Clients - High Impact Advisors: How Exceptional Advisors Achieved Out-sized Growth

$60, or complimentary with Signature or Elite benefits

Keyword(s) Meghan McCartan, Lauren Pearson, Justin Winters, Alexandra Miele, Hightower, Practice Management

Gain insights from moderator Meghan McCartan and three exceptional advisors who have experienced exponential growth in the last few years. You will learn about what clients want and how each advisor has created a foundational strategy to grow their practice to deliver substantive value to high-net-worth clients.

Credit Information 1

Tag(s) Practice Management, 1 hour: Institute certifications, On-Demand Recording, Elite (full access), Signature (up to 10)

Description

Investor research from the Investments & Wealth Institute and Absolute Engagement highlights changing client preferences ranging from what’s important to them, how they’d like to engage, and what they value in an advisor. As a result, nearly one-third of clients are re-thinking their advisor relationships. Gain insights from moderator Meghan McCartan and three exceptional advisors who have experienced exponential growth in the last few years. You will learn about what clients want and how each advisor has created a foundational strategy to grow their practice to deliver substantive value to high-net-worth clients.

Speakers:

Meghan McCartan, Managing Director, Head of Marketing, Hightower

Lauren Pearson, CFP^®, Managing Director, Partner, Somerset Advisory

Justin Winters, CFA^®, CFP^®, Managing Director, Partner, Treasury Partners

Alexandra Miele, CFP^®, Managing Director, Partner, The Andriole Group

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased