Keys to Advising the Affluent

Presented by

G. Scott Budge, Managing Director- RayLign Advisory LLC

About this talk

Attend this free, interactive webcast presented by G. Scott Budge, Ph.D., and learn key insights into advising wealthy families. Scott Budge is an expert in the dynamics of wealthy families, having worked directly with hundreds of entrepreneurs, corporate executives and their families. He has also worked extensively as a developer and educator of wealth advisors, which is the focus of his book, The New Financial Advisor: Wealth Management Strategies for Multi-Generational Clients (John Wiley & Sons).

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With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.