how to attract the 50+ client to your firm or family office

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How To Attract the $50M+ Client To Your Firm or Family Office Moderated by Marianne Nardone, Managing Editor, Focus Point Press www.focuspointpress.com

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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.

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Page 1: How To Attract The 50+ Client to your Firm or Family Office

How To Attract the $50M+ Client To Your Firm or Family Office

Moderated by Marianne Nardone, Managing Editor, Focus Point Press

www.focuspointpress.com

                        

                                         

 

Page 2: How To Attract The 50+ Client to your Firm or Family Office

                        

                                         

 

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

Page 3: How To Attract The 50+ Client to your Firm or Family Office

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.

Page 4: How To Attract The 50+ Client to your Firm or Family Office

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.

Page 5: How To Attract The 50+ Client to your Firm or Family Office

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.

Page 6: How To Attract The 50+ Client to your Firm or Family Office

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.

Page 7: How To Attract The 50+ Client to your Firm or Family Office

Any other questions?

•Feel free to ask a question electronically by entering it in the

toolbar to the right, “Type Message Here”

Page 8: How To Attract The 50+ Client to your Firm or Family Office

Thanks For Attending