Expert Panel Q&A nov

11:00 AM - 11:30 AM PT: Q&A Session
Expert Panel Q&A:
Mastering High-Net-Worth Client Engagement

Engage directly with George Walper, Managing Principal of Strategic Research at CEG Insights, and Lee Denmark, Elite Advisor Strategist at CEG Worldwide, in this interactive Q&A session facilitated by John Bowen, CEO and Founder of CEG Insights and CEG Worldwide. This session will answer participants' questions from breakout tracks and the conference. Gain deeper insights and practical advice on attracting, serving, and retaining high-net-worth clients while building a simple and elegant wealth management business. Take advantage of this opportunity to get personalized guidance from industry experts and clarify how you can implement these strategies to elevate your practice.

Speakers

George Walper

Managing Principal of Strategic Research at CEG Insights

Lee Denmark

Elite Advisor Strategist at CEG Worldwide