Creating An Elite Wealth Management Practice
The platform and processes for cultivating the ultra-wealthy.
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Wealth management is the most lucrative business model for most financial advisors. However, relatively few financial advisors who have embraced wealth management are as effective and productive as they could be. This is predominantly due to not having all the pieces in place to produce an elite wealth management practice.
This webcast conducted by Russ Alan Prince, a leading authority in the private wealth industry, will explain what is required to build and maintain an elite wealth management practice. He will address the three critical components of an elite wealth management practice::
- The platform: The services and products that form the basis of an elite wealth management practice, including the Super-Rich solutions.
- The processes for working with wealthy clients: The ability to maximize the value of ultra-wealthy clients as well as deliver an outstanding experience is essential.
- The process for garnering new ultra-wealthy clients: Growing an elite wealth management practice requires a steady stream of new ultra-wealthy clients.
Financial advisors who want to excel at working with the ultra-wealthy, need to create an elite wealth management practice. This webcast provides key insights and actionable strategies that can translate into new and expanded business.
Russ Alan Prince is one of the leading authorities in the private wealth industry. He consults to the super-rich and single-family offices on the mindset and behaviors that translate into extreme personal wealth creation.
Each attendee will receive a copy of:
• Taking the Reins: Insights Into the World of Ultra-Wealthy Inheritors