Our turn-key program for financial service firms enables them to work more effectively with their high net worth clients. We transfer the same consulting skills into the financial services environment that we use successfully in our direct work with clients.
The program's service includes:
Development of the firm's marketing plan
Training of client service representatives or consultants on:
the unique needs of high net worth individuals
business, legal, financial, emotional and investment needs
personalized service requirements
how to prospect potential clients
how to sell to high net worth individuals
the role of financial modeling in working with high net worth individuals
case design and management
Client service support, including development of custom financial models.
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