Date: Wednesday, April 15, 2020

Time: 2:00 p.m. ET |11 a.m. PT

Cost: Complimentary

Sponsored by:

It’s clear that larger client accounts translate to greater revenue opportunities for financial advisory firms, but how can you efficiently attract, win and serve wealthier clients?

Join this complimentary webcast for an overview of the HNW investor and discover how to gain and retain their business. You will learn how to:

  • Stand out against the competition with targeted marketing tactics
  • Leverage personalized investment strategies and offer flexible investment options
  • Provide exceptional client service
  • And more…

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)


Benjamin Hurn | Strategic Relationship Marketing Manager | CMT