Track 1: The Winning Edge nov
Join Paul Lofties, VFO Strategic Partnership Director at CEG Worldwide, for a compelling session on mastering the art of attracting and retaining high-net-worth entrepreneurs. This session will provide actionable strategies to position yourself as an indispensable advisor to this lucrative market segment, leveraging insights from the "Winning the Wealth Management Game" webinar.
Gain insights into the unique requirements of high-net-worth entrepreneurs, including top-tier service, integrated planning, and specialized expertise.
Learn how to offer a broad range of services, from investment management and tax strategies to succession planning and wealth protection, to meet the diverse needs of entrepreneurial clients.
Discover strategies for building a solid referral network and leveraging professional connections to attract new high-net-worth entrepreneur clients.
Develop proactive, customized strategies to address the fear of missing out (FOMO) that drives entrepreneurial decision-making, ensuring you stay ahead of market trends and client needs.
Understand the importance of a multi-disciplinary approach to wealth management, and learn how to assemble a team of specialists to provide comprehensive support to your clients.
Explore advanced planning strategies beyond traditional wealth management, including tax mitigation, estate planning, asset protection, and charitable planning, to support the growth and preservation of entrepreneurial wealth.
Learn how to create tailored succession plans that align with entrepreneurs' visions and goals, facilitating smooth transitions and protecting their legacies.
By the end of this session, you will have a clear roadmap to attract and retain high-net-worth entrepreneurs, positioning your practice for significant growth and success. You will be equipped with the strategies and tools to differentiate your services, build strong client relationships, and provide exceptional value to entrepreneurial clients. Don't miss this opportunity to transform your practice and become the go-to advisor for high-net-worth entrepreneurs.
