This WMIQ webinar will explore the dynamic relationship between financial advisors and high-net-worth (HNW) investors in the wealth management industry. Drawing from comprehensive research by WealthManagement.com and BNY Pershing, we’ll provide actionable strategies to help financial advisors bridge the gap between their performance and investor expectations. Join us to discover how to enhance your service offerings, strengthen client relationships, and stay competitive in the evolving wealth management landscape.
Key Takeaways:
- Understand the perception gap between advisor confidence and investor satisfaction, and learn strategies to align your services with client expectations better
- Gain insights into the growing demand for personalized advice, particularly in areas such as risk management, estate planning, and tax strategies for HNW clients
- Learn how to leverage digital tools and enhance your technological offerings to improve client experience and meet the increasing demand for self-service options
- Discover the importance of proactive communication, transparency, and comprehensive long-term financial strategies in building trust and fostering stronger client relationships
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Produced by
Sponsored by
David Armstrong – Moderator
Executive Director, Content, WealthManagement.com
Informa Connect
Kristin Letourneau, PhD – Speaker
Vice President, Research
Informa Engage
Nancy Gordon – Speaker
Head of Advisor Growth
BNY Pershing
Sudhir Tauro – Speaker
Head of Commercial Wealth Products
BNY Pershing