Track 1: Navigating the Future nov
Join Allison Tirado, Elite Wealth Coach at CEG Worldwide, for an insightful session on bridging service gaps in wealth management to attract and serve high-net-worth investors. Drawing on empirical research and real-world experience, Allison will explore the discrepancies between client expectations and advisor service offerings, demonstrating how to provide comprehensive, personalized services that meet the high demands of affluent clients.
Identify the critical discrepancies between what high-net-worth clients expect and what they currently receive from advisors.
Learn how to offer a full suite of wealth management services that address the diverse needs of affluent clients.
Discover strategies to personalize your services to meet the unique needs of each high-net-worth client, enhancing their satisfaction and loyalty.
Explore methods for helping clients build sustainable legacies through effective estate planning, philanthropy, and wealth transfer strategies.
Gain insights into the latest trends and innovations in wealth management to keep your practice ahead of the curve.
By attending this session, you will understand the service gaps in wealth management and how to bridge them to gain a competitive advantage in attracting and serving high-net-worth clients. You will be equipped with strategies to offer comprehensive and personalized services that exceed client expectations. This session will empower you to build a future-ready practice that delivers exceptional value, fosters long-term client relationships, and helps clients create sustainable legacies. Don't miss this opportunity to elevate your service excellence and secure your position as a trusted advisor in an evolving industry.
