The platform and processes for cultivating the ultra-wealthy.
2:00-3:30 pm ET
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.
*Each paid attendee will receive a copy of Taking the Reins: Insights Into the World of Ultra-Wealthy Inheritors (a $49.99 value)
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.
This webcast will not be recorded.
Accepted for 1.5 hours of CE Credit toward CIMA/CIMC/CPWA designations.
2:00-3:00 pm ET
VP/West Divisional Sales Manager
Marriage comes with plenty of compromises—from where you’ll spend the holidays to which movie you’ll watch.
Married clients face even more compromises as they plan their retirement income for two. How can you remove some of the tough compromises they face while guaranteeing a predictable stream of income that lasts both of their lives?
Join us for this webcast to learn about a retirement income solution that:
- Offers both spousal continuation and income continuation.
- Bases income on the age of the older owner.
- Eliminates the need to choose joint or single lifetime income at issue.
Attendees may submit questions before and during this live event.
Accepted for 1 CFP Board CE credit and 1 hour of CE credit toward CIMA/CIMC/CPWA designations.
2:00-3:00 pm ET
Andrew Ang, PhD
Head of Factor Investing Strategies
and leads BlackRock's Factor-Based Strategies Group
Smart Beta ETFs use a different lens than traditional index products that can help deliver investor outcomes to help minimize risk, enhance returns and increase diversification. Learn the economic rationales behind Smart Beta premiums, how they can be harvested in ETFs and how the market has evolved, and how this space offers the best characteristics of active and index investing to help meet specific client outcomes.
Three reasons to attend:
Gain insight into the industry landscape for outcome-oriented active strategies
Learn about the benefits and approaches of incorporating Smart Beta ETFs in client portfolios
Learn how to evaluate Smart Beta ETFs to help meet client needs
Accepted for 1 CFP Board CE credit. Pending IMCA approval.