Attracting the Right Clients

Attracting the Right Clients


Hosted By: Private Wealth Management Committee
Level: Intermediate
Format: Online (Please note that all course times are Eastern Time)

Building a client base is a necessary skill for most portfolio managers in the high net worth space. Although this skillset is critical to success, its development is often treated as secondary to the technical abilities developed as CFA charterholders. The key to long term success is successful client engagement and meeting your client’s expectations. But before that, you must convince a prospect you are the best choice to help them achieve financial success.

The session will outline a proven process for business development that has worked for advisors worldwide and combine it with practical experience from a successful advisor.

Registration Deadline: February 3 - 11:59 PM
Please Note:
Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.


  • When

  • Thursday, February 4, 2021
    3:30 PM - 4:30 PM
    Eastern Time

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