An Opportunity within Reach: Today’s High Net Worth Investor

High net worth investors present a growing opportunity for our industry. An opportunity that will be missed if we continue business as usual. In this session, we’ll take a deep dive into who these people are, their needs and expectations, and what it takes to serve them well.

In this webcast from the team at Envestnet and VettaFi, learn how you can position your practice to tap into the opportunities that come with having high net worth clients. 

August 10, 2023
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »


Topics will include:

  • Actionable insights to help you shift your perception of the high-net worth space
  • Segmentation of the individuals who comprise this diverse group 
  • What motivates and sometimes deters HNWIs in terms of wealth management

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Michael Featherman, CFA

Head of Investment Consulting and Distribution

Marissa Weaver

Investments Marketing Director

Lara Crigger


By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.