26TOT-20A: Working in the Ultra-High-Net-Worth Market: A Panel Discussion

How can advisors enter and thrive with this in-demand clientele? A group of MDRT members shares best practices for working with UHNW clients, including the role of AI, the relevance of philanthropy and family values, and how to prospect and protect legacy, feelings and fortunes into the future. - Ian Green, Dip PFS; Elli Schochet, CFP; Chad Willardson, AWMA, CRPC; Alessandro M. Forte, CFP, FCII