«Back to Event Calendar

ONLINE LIBRARY: The needs of High Net-Wealth Clients and understanding their personality (19 Aug 2015)

Event Type: Online-Library
When: 21 Jun - 31 Dec 2017
Venue: Online
Location: (Recording date: 19 Aug 2015)
Provider: IFA
Contact:
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1 Code Structured CPD credit, IFA members 1 Structured IFA CPD on completion of test
Description:  
ONLINE LIBRARY: The needs of High Net-Wealth Clients and understanding their personality (Recording date: 19 Aug 2015)

(PLEASE NOTE: WE WILL BE SENDING YOU A LINK TO THE RECORDED VIDEO. THIS IS NOT A LIVE WEBINAR)

Ben Brinkerhoff Partner Growth
Ben’s main role is to facilitate growth and improve efficiency in Consilium partner firms. He is a member of the Consilium investment committee, Accredited Investment Fiduciary (AIF) and has a BA in History and Economics University of California.

Ben looks at
• the economics of an adviser business in New Zealand and its \\\\\\\"profitability zones\\\\\\\"
• insights into high net-wealth clients and what there are seeking in a financial adviser
• channels where you could seek out these high wealth clients for your business!