Covid-19 and The High Net Worth Individual: An Executive Briefing with Bill Walton and Brent Herspiegel

Most business developers in financial services have been in a state of disillusionment as the Covid-19 pandemic has gripped the world. This crisis has taken a huge human and economic toll as large swathes of the global economy become unviable.  While more able to weather short term market volatility, the wealthy have their own set of challenges and risks... 

And that represents opportunities and vulnerabilities for Private Client Advisors.  So join me on Thursday August 27th at 1pm with my special guest Brent Herspiegel - Entrepreneur, President of Herspiegel Consulting and avid car collector as we discuss 5 conversations HNWIs want to have right now. In this free executive briefing you'll learn:

• What HNWIs are actually thinking about when it comes to their wealth
• The re-emergence of social impact investing
• Why most Family Offices are vulnerable to ransomeware hacks
• The real thinking around fees
• The need to create more engaging digital client experiences 

 Selling to HNWIs has got to about more than just returns and we will be making recommendations as to what Private Client Advisors can do to hone their approach. Click here for details. 

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