Agenda

Constructing portfolios that meet the income needs of your high-net-worth clients is important—and challenging. This session will take a deep dive into how to think about allocating income portfolios and the various income strategies to help meet the needs of these important clients.

Learning Objectives:

• Learn the principles and strategies for effectively allocating income portfolios tailored to high-net-worth clients.

• Explore various alternatives to traditional income sources to enhance portfolio income and stability.

• Understand how to use ETFs to generate consistent and reliable income streams for high-net-worth clients.

• Discover ways to customize income solutions that balance tax efficiency and risk management objectives.

As the financial advice industry continues to evolve—from navigating the challenges of the pandemic to exploring exotic investments and embracing artificial intelligence—investment and wealth managers must adopt forward-looking and adaptive approaches. They must anticipate and respond to the impacts of elections, economic shifts, and unexpected challenges brought by their clients. In this session, we celebrate the achievements of women in the industry and explore how they persevere, adapt, excel, and deliver value to their high-net-worth clients. You’ll walk away with actionable ideas to implement in your practice and a sense of community and empowerment.

Learning Objectives:

• Explore strategies used by successful women advisors to navigate industry challenges such as economic fluctuations and client dynamics

• Understand the pivotal role of adaptability and forward-thinking in enhancing client relationships and service delivery

• Discuss actionable insights to incorporate emerging trends in client conversations and asset allocation to benefit high-net-worth clients