Workshop #1 & 7: Outside-in Planning … Putting the Client First

Tuesday, April 30, 2013 -
9:30am to 10:30am

Session type:

This session will focus on how advisors can deliver what clients actually want. The process starts with helping clients understand and articulate what they want to accomplish that requires planning, money, and time. This allows a wealth manager to help high-net-worth clients define their financial vision document, a richly written description of their goals.