Your High-Net-Worth Client Strategy: It’s what they want, not what you know
High-net-worth (HNW) clients expect exceptional service in ALL facets of their lives.
Technology and investment performance contribute to overall satisfaction. But personalizing their experience can help you meet, or exceed, their expectations ̶ and build trust.
Your High-Net-Worth Client Strategy: It’s what they want, not what you know discusses:
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.
Investing involves risk, including possible loss of principal.
The Financial Planning Association® is not affiliated with SEI or its subsidiaries.