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White Paper

Your High-Net-Worth Client Strategy: It’s what they want, not what you know

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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:

  • Why your HNW clients–not you–define great service
  • Why HNW investors leave--even when they’re satisfied
  • How you can create a “wow-able” experience
  • Why you need to earn their trust through every interaction and transaction
  • How journey maps, workflows and personas can help you anticipate–not react to–their needs.
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    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.