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Wealth Management for the Money 

 

Thank you for your registering for Wealth Management for the Money. 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.

 

April 7, 2016
 

2:00PM-3:30 pm ET

 

 

Mark Magnacca

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

 

Based on a recent proprietary study of 803 financial advisors, wealth management is the most profitable business model. It is superior to investment management alone. It is also more profitable than creating a multi-family office. Wealth managers are most likely to be annually earning $1 million or more.

 

Join Russ Alan Prince, a leading authority on the high-net-worth markets and the best practices of financial advisors, for a dynamic discussion of the wealth management industry and how to leverage the wealth management model to maximize the personal wealth of financial advisors. Some of the issues that will be covered include:

 

  • Who are the “ideal clients” for wealth managers?
  • Who are the biggest competitors?
  • How do wealth managers increase assets under management without “selling” investment management services?
  • How do wealth managers keep assets under management across the generations?
  • What is the most effective way to profile wealthy clients?
  • How can wealth managers leverage comprehensive longevity planning to create a pipeline of new ultra-wealthy clients?
  • What are the most effective business development strategies?
  • What is the future profit potential for wealth managers?

 

There are enormous opportunities for wealth managers provided they have the proper infrastructure and know how to capitalize the model. This webinar will provide research-driven insights and actionable strategies for building a highly profitable wealth management practice.

 

*Each attendee will receive a copy of Maximizing Personal Wealth: An Advanced Planning Primer for Successful Business Owners (a $49.99 value)

 

This webinar will not be recorded.
 

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