As more and more firms pursue high-net-worth clients, this webinar will explore their unique planning needs, and the strategies and practice structures necessary to serve them effectively.
Topics to be covered will include:
- The biggest issues these clients face
- How is an HNW practice different from a family office?
- Pricing and billing strategies
- How much of a concierge service do you need to offer?
- Identifying and pursuing the right clients
