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The Rudin Group

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  • World Wealth Report 2017:  How Wealth Management Firms Can Mine the HNW industry
    World Wealth Report 2017: How Wealth Management Firms Can Mine the HNW industry April Rudin, Bill Sullivan Recorded: Apr 26 2018 60 mins
    The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.

    Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?

    Join April Rudin and Bill Sullivan as they discuss:

    How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.

    Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.

    Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
  • Why Brand Experience is the Key to Winning Over HNW Investors
    Why Brand Experience is the Key to Winning Over HNW Investors April Rudin, Liz Fritz Recorded: Mar 27 2018 61 mins
    In today’s environment, it's no longer enough to take a passive stance toward managing your brand. Firms that play defense with their brands are ill-prepared to win the war for AUM. Wealth management firms need to think about their brands as strategic assets and a means to achieve a competitive advantage. How your clients engage with your brand – and products - is the most powerful way to distinguish your service offering, and ultimately, attract new clients.

    In this webinar, we’ll discuss various strategies and tools with which to manage, strengthen, and market your brand.

    Join April Rudin, and Liz Fritz for a discussion on:


    - Creating and maintaining a positive presence on major social networks such as LinkedIn and Twitter
    - Leveraging traditional press and other third-party influencers to reinforce your brand’s strengths
    - Listening and responding positively and appreciatively to client feedback
    - Identifying strategies for building strong and meaningful relationships with brand ambassadors
    - Creating a customer-centric environment that can lead to long-term success
    - Leveraging firm brand to build personal brands

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