*Optional Pre-Conference Workshop #1 | Private Wealth Advice
*Additional Registration Fee Applies
Serving HNW Clients Through Advanced Ethics and Expertise
In collaboration with Yale School of Management-Wealth Management Theory & Practice, a Registered CPWA Education Program (online)
A comprehensive training session designed for advisors interested in learning about how to better serve high-net-worth clients, this workshop highlights curriculum from the Certified Investment Management Analyst® Certification program, the industry standard for advanced wealth management advisors.Topics will include: ethics, applied behavioral finance, family dynamics, tax strategies and planning, portfolio management, risk management and asset protection, and estate planning and wealth transfer.
Communicating with HNW Clients
This highly tactical, practical workshop will help advisors reinforce the value of their ethics and expertise through more effective client communication. Based on the Institute’s recent high-net-worth (HNW) client research study, “Investments & Wealth Client Research,” which surveyed more than 1,000 U.S. and Canadian HNW clients, participants will learn how to create a clear action plan that demonstrates how to position expertise when describing value, how to understand client perception of advanced/voluntary designations, and the connection between expertise, engagement, client loyalty and referrals, while integrating the Institute’s Code of Professional Responsibility into your advisory practice.
Jim Dobbs, CIMA®, CFP®, CPWA®
Dobbs Wealth Management Group, LLC, Founder
John Nersesian, CIMA®, CPWA®, CIS, CFP®
Nersesian Wealth Education, LLC, Founder
Julie Littlechild, MBA