Description
There are always timely financial planning and wealth management strategies that advisors need to be aware of, especially when seeking to add value for HNW individuals and their families. What is just as important is understanding how to communicate and simplify them to and for clients so they can "buy in" to the recommendations being made. This session will cover a selection of popular and timely education, estate, investment, tax, and retirement planning strategies in a visual manner and will also focus on how and why using visuals can be a powerful way to build trust, strengthen relationships, and effectively serve clients across all generations.
Learning Objectives
"• Understand how and why using visuals can be an effective way to communicate complex financial planning and wealth management concepts
• Analyze different education, estate, investment, tax, and retirement planning strategies presented in a visual manner
• Identify planning opportunities that apply to HNW clients and their families"