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2022 AICPA & CIMA ENGAGE

ENG22SS06 - Winning & Retaining HNW Clients, presented by City National Rochdale


Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am


Standard: $49.00

Description

High-net-worth individuals have more needs and developing sophisticated investment strategies is key to winning and retaining HNW clients. This session will cover how using individual securities and bonds is used as a mechanism to actively manage not only Risk but also Tax mitigation by partnering to develop a tax budget that is managed to throughout the year.

Learning Objectives:
  • Recognize the many factors that are considered when building truly customized portfolios for high-net-worth clients.
  • Identify how to implement practices and develop partnerships to win business and help clients meet their goals.

Speaker(s):

  • Vern Montross, CFA, CPWA®, Western Division Managing Director, Senior Investment Consultant, City National Rochdale

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