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Picture of [Audio] Advising the Affluent: Key Factors to Working with High-Net-Worth Clients

[Audio] Advising the Affluent: Key Factors to Working with High-Net-Worth Clients

Afternoon Session
SKU: 23EDGE-10A
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$14.00

Many advisors seek to find clients in the high-net-worth space; not everyone knows how to find these clients and successfully serve them. Dipp Metzger shares an actionable game plan to approach and work with this in-demand demographic.

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