Serving the Ultra High Net Worth Client - Insights and Opportunities
High-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families have unique standards. They’re highly educated, sophisticated investors who seek trust, transparency, and a custom approach with their advisors. The independent Registered Investment Advisor (RIA) model allows investment advisors to serve clients’ best interests out the gate. The result? RIA firms reap the benefits of investor-first strategies.
Join VettaFi for a special webcast, Serving the Ultra High Net Worth Client - Insights and Opportunities, to hear stories from successful advisors serving the ultra-wealthy.
Topics will include:
- How the RIA model is well-positioned to serve the ultra-wealthy
- Technology that can help advisors effectively serve their most important client
- How to create the ideal client experience
- Best practices for winning this segment
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.
Paul FergusonManaging Director, Relationship Management
Schwab Advisor Services™
Ash ChopraFounder and CEO
Tom LydonVice Chairman