Advising the High Net Worth
The Advising the High Net Worth Client Program is a comprehensive solution that equips professionals with the expertise they need to develop deeper, more profitable relationships with High Net Worth clients. While all other programs in the industry apply a "one-size-fits-all approach" to wealth management, this Program is specifically structured to address the unique needs of professionals focused on clients with $1 million to $10 million in assets.
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Professionals serving clients with $1 million to $10 million
The Program is specifically designed to ensure professionals possess the Wealth Planning Expertise and demonstrated ability to apply their expertise to effectively engage clients in distinguished, advice-centered conversations.
This program is delivered on a blended platform of both classroom and online elements.