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August 15, 2013 (Newswire.com) - Transform gatekeepers into strategic partners
Strategy Institute Inc. is proud to announce the 14th Annual High Net-Worth Client Engagement & Acquisition Summit . It will be held in Toronto at the King Edward Hotel on October 29th & 30th, 2013. This exclusive conference brings together private wealth executives from the banking industry, private investment counsels, family offices, asset managers, and high net-worth advisors, among others all across North America.
The summit provides the only forum of its kind drawing on experience and success stories of innovators in private wealth management. Attendees will gain an understanding of implementing targeted strategies to win and keep high net-worth clients through acquiring progressive tools from innovators, gathering practical wisdom on building intergenerational relationships, as well as improving the client experience to enhance acquisition.
The high net-worth wealth management requires a unique approach according to April Rudin, CEO of The Rudin Group and one of this years speakers, who notes, "high net-worth management strategies are infinitely more complex, dealing in many cases with multiple investment portfolios... the more complicated the portfolio and needs, the more the advisor is required to know and understand to address them." Keith SjÃ¶gren, Managing Director of Consulting at Investor Economics adds that one of the most significant contrasts between high net-worth and general wealth management strategies is the need to "focus on risk management not investments, high net-wroth strategies focus on family wealth not individual investments."
The competitive landscape and need to maximize client experience in the high net-worth industry are just a couple examples of the immense challenge for private wealth executives. Among others, Susan Fulford, Investment Advisor with Family Enterprise Advisor™ who will be hosting an elite advisor panel on maximizing client experience, mentions that "delivering first class service, adding value and providing client experience that build trust and loyalty" are critical to industry success. Members of the wealth management and financial service solution provider communities must follow upcoming trends and innovations for marketing to and engaging the high net-worth marketplace. Most notably, Keith SjÃ¶gren recommends, "being focused on sub-segments and recognizing that needs are not homogeneous and foresees greater use of alternative investments and ETFs."
The High Net-Worth Client Engagement & Acquisition Summit draws on the latest initiatives, developments, standards updates, and research studies to give attendees a cohesive outlook on the industry and the opportunity to share best practices with other private wealth executives.
Learn more about the 14th Annual High Net-Worth Client Engagement & Acquisition Summit via Twitter @HNWEngagement and find out the benefits of attending this unique event.
For more information, please contact:
Ryan Martin | Marketing Project Manager | Strategy Institute
1-866-298-9343 ext. 247 | email@example.com
Categories: Public Works