Description
Planning for High Net Worth and Ultra High Net Worth clients requires a different approach, and NM has unique resources to help you. Learn how the Wealth Planning professionals on the Sophisticated Planning Strategies (SPS) and Wealth teams can position you for success. We will show you how to hedge competitors, bring tax and legal consultants to the table, and to win these large cases.
Learning Objectives
1. Understand the Unique Approaches for High Net Worth (HNW) and Ultra High Net Worth (UHNW) Clients
• Identify the distinct financial planning needs and challenges of HNW and UHNW clients.
• Learn the strategies and methodologies tailored specifically for managing the wealth of HNW and UHNW individuals.
2. Leverage NM's Specialized Resources for Sophisticated Planning
• Explore the roles and expertise of the Wealth Planning professionals on the Sophisticated Planning Strategies (SPS) and Wealth teams.
• Understand how to utilize NM's unique resources to enhance client offerings and deliver superior financial strategies.
3. Develop Competitive Strategies and Collaborations to Secure Large Cases
• Learn techniques to differentiate your services and hedge against competitors.
• Discover how to effectively collaborate with tax and legal consultants to provide comprehensive solutions.
• Study best practices for winning and managing large cases involving HNW and UHNW clients.