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Webcast

Creating An Elite Wealth Management Practice
The platform and processes for cultivating the ultra-wealthy.

 

Thank you for your registering for Creating An Elite Wealth Management Practice. Please click the button below to purchase your access to this webinar. Upon confirmation of your payment you will receive directions of how to log in to the event.

 

 


Any questions regarding this event please contact Linda Mantello (732) 450-8866 ext. 36 [email protected]

 

Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.

 

October 25th


2:00PM-3:30PM

 

Mark Magnacca

Directed By
Russ Alan Prince
President, R.A. Prince and Associates, Inc.;
Executive Editor,
Private Wealth magazine

 

 

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

 

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