23EDGE-10RA: Advising the Affluent: Key Factors to Working with High-Net-Worth Clients (Repeat)

Afternoon Session

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.

Speaker: Elizabeth M. Dipp Metzger