Richard Flynn, Rothstein Kass
Philip Scala, Pathfinder Consultants
Rod MacDonald, ADT Custom
Home Services, NA
David Samuel, Guidepost Solutions
Moderator: Evan Jehle, Rothstein Kass
Along with healthcare, personal protection is top-of-mind for the financial elite. The panelists will discuss the key needs and solutions the financial elite are looking for when it comes to safeguarding themselves, their loved ones and their wealth.
David Spencer, ACE Private Risk Services
Spencer Houldin, Ericson Insurance Advisors
John J. McDonough, Cozen O'Connor
Moderator: Evan Jehle, Rothstein Kass
Considering the uncertain economy, wealthy families increasingly worry about being a target for a multi-million-dollar liability lawsuit. But many remain poorly prepared for such a lawsuit in spite of their concern. This session will explore the common misperceptions about the need for liability insurance and present steps to ensure proper protection.
Paul Rich, Rothstein Kass
Hannah Shaw Grove, Private Wealth Specialist
Moderator: Richard Flynn, Rothstein Kass
In order for your multi-family office practice to optimally benefit, you have to develop an intense understanding of your wealthiest clients. This will enable you to best provide the array of services and products that matter to them. The Whole Client Model is the optimal way to most effectively understand the needs and wants of the financial elite.
Bruce Rogers, Forbes Insights
Jennifer Connelley, JCPR
Richard Flynn, Rothstein Kass
Moderator: Hannah Shaw Grove, Private Wealth Specialist
Every financial advisor, every professional is an expert. Just ask each of them. Unfortunately, even if they are high-caliber specialists, most are "hidden talents." The people that matter - prospects and referral sources - often don't know they're technical authorities. This panel will discuss what can be done to move from being a "hidden talent" to a "recognized expert."
Brett Van Bortel, Invesco Consulting Group
Russ Alan Prince
There are many ways to source the financial elite and some ways certainly work better than others. The presenters will discuss the most effective means of cultivating new financial elite clients. Moreover, the best method - Elite Professional Networks - will be explained.