Description
The business owner market is a great place to explore for financial advisors who are seeking to expand their presence in the HNW Marketplace. Here are 5 great questions that will position you as a financial advisor that focusses on business owners and jettison you into deeper conversations with your business owner clients and prospects.
Learning Objectives
1. Gain a deeper understanding of emerging opportunities existing for advisors to grow their business in the high-net-worth space, with a focus on what wealthy investors want from financial advisors, the challenges they face, and how you can best present solutions to meet their needs. We will share key insights around the latest services successful advisors are incorporating to grow their practices.
2. In this workshop, you’ll understand the importance of tax management in a holistic financial plan and how to maximize a client’s after-tax return; understand the customization of portfolios and the benefits of separately managed accounts; and understand how to leverage the right resources and technology to grow and scale your practice.