World Wealth Report 2017: How Wealth Management Firms Can Mine the HNW industry

Presented by

April Rudin, Bill Sullivan

About this talk

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.

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