October 23, 2015
Financial Advisors: Let Us Manage Your Wealth
Wealth management is an investment-advisory service that incorporates financial planning, portfolio management, and client based advice. It involves understanding the client's needs very well, and putting their goals at the forefront of every investment. Effective wealth management should be broad – in the sense that it takes into account all aspects of a client’s financial life – and deep – through an awareness of a client’s values and priorities. This presentation will focus on the importance of analyzing client performance portfolio reports to better understand their needs and how Financial Advisors can network and market themselves to gain prospective clients. In recent years, the proliferation of wealth management products and innovative financial services has contributed to the steady growth of wealth management as an attractive and lucrative service sector within the financial industry around the world.
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