Critical Strategies For Turning Heirs Into Clients

Editorial Staff August 22, 2022

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Critical Strategies For Turning Heirs Into Clients

A webinar, hosted by the publisher of this news service, covered the vital topic of what wealth managers must do, and what sort of tools they can employ, to make sure they retain business from the next generation of HNW and ultra-HNW individuals.

This news service was delighted to host a webinar on the theme of how wealth managers can retain the custom of clients' heirs – a huge issue at a time of multi-trillion dollar intergenerational asset transfer.

The webinar involved commentaries from Kyle Fleming, Senior Manager, Product Management, SS&C Advent; April Rudin, Founder and CEO, The Rudin Group, and Peter McRae, Managing Partner, McRae Capital Management. The webinar panel was moderated by Tom Burroughes, WealthBriefing Group Editor. 


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