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ENGAGE 2017


PFP1719 - Wealth Management Unwrapped: Practical Steps for Improving the Investor/Advisor Relationship


Jun 12, 2017 3:30pm ‐ Jun 12, 2017 4:45pm

Standard: $49.00

Description

What's broken today and threatens the livelihood of wealth advisors? What outmoded practices must be discarded to retain your clients? What new behaviors must be introduced to keep your business successful? Hear What UHNW rarely tell you about their own expectations and what practical steps you can take today.

Attendees will:

  • Learn the ten corollaries to the 10 Principles of Principal, that, like a GPS, will show you how to sustain a successful partnership with your client.
  • Discover how your own style and expertise can undermine that partnership.
  • Hear a pragmatic solution to help you adapt to today's family dynamics.

Speaker(s):

Tags: PFP

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