Drive HNW client growth by sourcing strategies from industry leaders!

Competition is increasing. HNW individuals are skipping their advisors and forming their own investment networks. Wealth transfer is underway, and studies show young HNW clients are harder to retain. By 2020, 45% of the HNW market will be retired. Are you prepared?

Get the inside story about what it takes to win and retain clients. Mitigate the impact of investor networks on your business. Engage both old and young HNW individuals through targeted implementation strategies. Refine your social media marketing to attract and keep clients.

Industry leaders such as Wells Fargo, AllianceBernstein, TD Bank Group, ScotiaMcLeod, Morgan Stanley Smith Barney, and Wilmington Trust Company will share their secrets to success in this exclusive setting.
Be prepared! Ensure you are the investment manager of choice and build your AUM! Do not get left behind!

Changes are under way – are you prepared? It is time to redefine your strategies, establish your niche, build stronger relationships, close the intergenerational gap, and increase your book of business!

Your first step: This conference!

SOURCE insights and best practices from 13 industry leaders:

1. Wells Fargo Wealth Management
2. TD Bank Group
3. Scotia McLeod
4. Bernstein Global Wealth Management
5. Wilmington Trust Company N.A.
6. Richardson GMP
7. Morgan Stanley Smith Barney
8. Harris myCFO, Inc.
9. Investor Economics
10. Newport Partners
11. Ryan Lamontagne
12. Tuttle Wealth Management
13. Odlum Brown Limited

HEAR from industry leaders and take away 13 strategies to:

1. Drive your HNW market growth and build AUM
2. Identify opportunities and create competitive advantage
3. Be aware of the impact of investor networks and retain your assets
4. Segment investors based on psychographics to better serve clients
5. Brand your company effectively to enhance client acquisition and retention
6. Integrate social media into your corporate marketing campaigns
7. Stay compliant when using social media as your marketing tool
8. Create lasting strategic alliances to generate AUM
9. Leverage mobile and other digital platforms to drive performance
10. Focus on clients' family needs to address an aging HNW market
11. Recognize investor behaviours post-financial meltdown
12. Use LinkedIn and Twitter to create thought-leadership and visibility (Workshop)
13. Target UHNW investors and generate significant growth in AUM (Workshop)

Take away 6 ADDITIONAL benefits from this exclusive event:

1. Six EXCLUSIVE case studies
2. EXCLUSIVE marketing panel
3. Q&A after each session – get your answer on the spot
4. Structured networking times
5. Face-to-face interaction
6. Take away presentation materials