Expand Your Portfolio By Successfully Targeting High Net Worth Clients

Date: Tuesday, June 25, 2013
Time: 2pm ET | 11am PT
Cost: Free

Sponsored by:

High net worth clients are the Holy Grail for financial advisors. Everybody wants them but are unsure how to attract and then keep them. FAs need to work all of their network avenues to find out in what circles these big fish swim.

And once they gain access to them, how do they convince such high sought after clients that their value proposition is truly different? For independents, it’s even more challenging.

Join Investment Advisor and ThinkAdvisor.com for this live, interactive webcast, sponsored by LPL Financial, and hear from industry experts on how to target and gain access to potentially lucrative high net worth clients. Attend this online-only event and learn how to differentiate yourself to create a unique value proposition to lure in these big fish.

Register now!

LPL Financial is not affiliated with Investment Advisor, ThinkAdvisor and Research.


Featured Speakers:

Paul AuslanderPaul Auslander
Co-Founder & CEO
American Financial Advisors

Paul Auslander is the co-founder and CEO of American Financial Advisors, Inc. (AFA). He attended the University of Kentucky and Columbia University, majoring in business administration and economics. He earned the Certified Financial Planner (CFP®) designation in 1987. Paul's community service includes the Boards of Trustees of the Amrita Club and the Hudson Valley Philharmonic, both in Poughkeepsie, NY. He was also a founding member of the Mid-Hudson chapter of the International Association for Financial Planning (now known as the Financial Planning Association). Paul is past president of the FPA of Central Florida and is a member of the Board of Directors of the FPA of Florida, where he chaired the State Regulatory Council. In 2008, Paul was elected to a three year term on the national Board of Directors of the Financial Planning Association (Denver, Co.). He served as the FPA's president in 2012 and is currently the organization's Chairman of the Board.

In April 2007, Florida's Chief Financial Officer, Alex Sink, appointed Paul to the State's first Financial Literacy Council. The Florida Legislature created the Council in 2006 to provide a single State resource to the general public on financial literacy. The Council provided recommendations to aid CFO Sink's efforts in developing programs aimed at increasing financial literacy among Floridians.

Paul began his career in financial services in 1980 and has been a practicing financial planner ever since. His work has been instrumental in the development of the CFP® as a viable and important addition to an individual's financial team. Along with the CPA and attorney, the financial planning professional helps integrate all aspects of a person's financial situation. Paul specializes in the unique concerns of high net worth individuals and their families. He is a sought after speaker, lectures frequently to organizations across the country, and is quoted extensively in numerous publications.

Paul is an excellent downhill skier and a life-long tennis player. He also enjoys playing the piano. He is the proud stepfather of four grown sons and the grandfather of three. He lives in Orlando, FL.

 

Michael Anderson, JD, CFP®
Vice President of Financial Planning, Wealth Manager
True North Advisors

Mike Anderson is a Wealth Manager at True North Advisors. He is a Certified Financial Planner® and has spoken on a number of wealth management topics at many national and regional events in the United States.

Mike got his start in wealth management at the nationally renowned firm of Evensky & Katz working under the direct tutelage of Harold Evensky, CFP® and Deena Katz, CFP®. Mike then moved to Dallas and worked for Tolleson Wealth Management before landing at True North.

Mike has been published in both national and regional publications, as well as co-authoring a chapter on reverse mortgages in the book Retirement Income Redesigned: Master Plans for Distribution. (2006. Evensky, Katz, et al.). His 2002 paper: "Strategic Personal Career Planning: An Entry Point for Students of Financial Planning", won the 2003 Journal of Financial Planning Call for Papers competition. In 2010 and 2012, Mike was named a "Best Financial Planner in Dallas" by D Magazine. Mike is an active member of the Financial Planning Association, as well as an alumni supporter of the Personal Financial Planning program at Texas Tech University.

Prior to entering financial services, Mike was an Officer and Paratrooper in the U.S Army, where he served in the 82nd Airborne Division.

Mike received his Doctorate of Jurisprudence and Master of Science in Personal Financial Planning from Texas Tech University. He received his Bachelor's Degree from Seattle University. Mike and his family reside in Murphy, Texas.

 

Thomas ZgliniecThomas A. Zgliniec
VICE PRESIDENT
HIGH-NET-WORTH CONSULTANT

Thomas is a CERTIFIED FINANCIAL PLANNER™ practitioner with an expertise based in the unique needs of high-net-worth individuals and families, foundations and endowments, and institutional clients. With an expansive background in advanced estate and financial planning, philanthropic planning, executive compensation arrangements, and investment real estate strategies, Thomas assists LPL Financial Advisors with the creation and implementation of a broad-range of planning concepts. His accomplishments include:

  • Certified Financial Planner® Practitioner (CFP®)
  • Accredited Estate Planner® (AEP®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • California Life and Health License
  • FINRA series 7, 24, and 66 Securities Licenses

Thomas earned a BS from Colorado State University in 1999, and is a current member of the Estate Planning Council of San Diego.

 

Moderated by:

John Sullivan John Sullivan
Editor-in-Chief
Investment Advisor Magazine

John Sullivan is the Editor in Chief of Investment Advisor magazine and the editor of the Retirement Channel for ThinkAdvisor. Sullivan is the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.

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