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Description
This panel discussion will feature a review of frequent HNW client needs and the various services available within CNR to help advisors serve these clients. The dialogue will span investment solutions, asset allocation designed to meet goals, and ongoing management of client relationships as their specific life patterns warrant plan and portfolio adjustments.
Learning Objectives
How linking goals based financial planning to investment strategy through our Galaxy assessment and proposal tool creates an intelligently personalized experience for the client.
How each of advisors utilize the portfolio management team.
How the addition of new services (Private Wealth Solutions) and capabilities offered, help advisors optimize your practice