A
Higher Standard Exceeding HNW Client Expectations in a Competitive
Market
David Irwin
Senior Director – Financial Services
Corporate Executive Board
This presentation will focus on the changing needs and behavior of the
HNW client – and how top firms are rethinking their approach to advice
and relationship management to improve client satisfaction and loyalty.
Topics covered will include:
Growing demand for holistic wealth management
Drivers of HNW client loyalty
New approaches for delivering quality advice
Leading strategies for acquiring and deepening relationships