The Art of Managing Wealth - the Wealth Management Boom

The Art of Managing Wealth
Preparing Your Practice for the Wealth Management Boom

Key topics covered during the webcast will include:
- How to define and capture your target market
- What kind of services wealthy clients are looking for
- What kind of wealth advisory firms are acquisition targets
- Investment challenges in wealth management: “open architecture” vs. proprietary products

Register today



wealth management, personal finance, baby boomers