how to attract the 50+ client to your firm or family office
DESCRIPTION
In today’s competitive wealth management environment, clients are more then ever looking for security and skill from their advisors, as well as a competitive fee structure and solid generational planning. In Private Wealth Focus’ upcoming Webinar, “How To Attract the $50M+ Client To Your Firm or Family Office,” family office and wealth management professionals will discuss their firm’s retention and client acquisition strategies—as well as fee structures, trends, and lessons learned since the economic turndown. The panel will discuss whether they have increased fees, in light of greater demands on their time, or if they have cut fees to stay competitive. Panelists will be able to go off-topic to discuss client fears and concerns, and how they have responded to this at their firm.TRANSCRIPT
How To Attract the $50M+ Client To Your Firm or Family Office
Moderated by Marianne Nardone, Managing Editor, Focus Point Press
www.focuspointpress.com
Panelists
•James Hickey, Managing Director of RiverRock Trust
•Michael Kim, -Senior Vice President, Practice Management for Fidelity Institutional Wealth Services (IWS)
•James H. “Jamie” McLaughlin, former CEO of CEO of Geller Family Office Services
•Robert C. Shier, Jr., President, MullinTBG Advisors
Michael Kim
•What strategies, tactics and tools are you using to draw in the uber-high-net-worth client, specifically?
•What fears/concerns are clients coming to your firm with now more than ever? How are you handling them or working to adapt to their requests?
•How is your firm changing the fee structure, if at all? Ie. are you reducing to stay competitive, increasing because of additional resources needed, etc.
James Hickey
•What strategies, tactics and tools are you using to draw in the uber-high-net-worth client, specifically?
•What fears/concerns are clients coming to your firm with now more than ever? How are you handling them or working to adapt to their requests?
•How is your firm changing the fee structure, if at all? Ie. are you reducing to stay competitive, increasing because of additional resources needed, etc.
James H. “Jamie” McLaughlin
•What strategies, tactics and tools are you using to draw in the uber-high-net-worth client, specifically?
•What fears/concerns are clients coming to your firm with now more than ever? How are you handling them or working to adapt to their requests?
•How is your firm changing the fee structure, if at all? Ie. are you reducing to stay competitive, increasing because of additional resources needed, etc.
Robert C. Shier, Jr
•What strategies, tactics and tools are you using to draw in the uber-high-net-worth client, specifically?
•What fears/concerns are clients coming to your firm with now more than ever? How are you handling them or working to adapt to their requests?
•How is your firm changing the fee structure, if at all? Ie. are you reducing to stay competitive, increasing because of additional resources needed, etc.
Any other questions?
•Feel free to ask a question electronically by entering it in the
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