Title: Understanding The Different Personas of High-Net-Worth Clients
Description: If you're looking to build a high-net-worth management business, understanding the different client personas is a key factor. Industry expert Tate Henshaw will walk you through the different personas, their objections to access and control, and how to best introduce tools like technology to improve client processes and build an automated wealth management practice.
- Gain an understanding of the different personas you may encounter across the high-net-worth client base
- Discover what questions to ask your clients so that you can most effectively speak to their money mindset
- Learn how to explain the technical benefits of your guidance and tools in a way that clients will be open to
About Tate Henshaw: Tate Henshaw executes for Grammy winners, NBA All-Stars, and international tech companies with the same laser focus that got him named as one of the top 40 accountants in America. His experience with tour accounting, royalty administration, and FinTech give Arc the ability to rival services provided by the top business managers in the industry.
This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.