Video | Refining your high-net-worth strategy

May 2, 2018 by Andy Penkalski

Two HNW retirees enjoying retirement on their boat

about the author:

Andy Penkalski

Director, marketing

Andy oversees the breadth of go-to-market initiatives for Advicent, including product marketing, lead generation, public relations, and partner learning and development. He is interested in always discovering new tools for brands and businesses to more effectively reach their audience and improve metrics for success within their own organization.

Attract, serve, and retain high-net-worth clients with technology

As the financial services landscape only grows more competitive, how can advisors ensure they are obtaining the largest share of wallet possible from their most affluent clients? In this video, Zach Weidman, enterprise account executive, and Tom Burmeister, director of financial planning, from Advicent discuss the changes in the high-net-worth (HNW) demographic, the services these clients expect, and how technology fits into a firm's overall strategy. [Continued below]

To learn more about effectively serving HNW clients, click here.

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