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Understanding the Different Personas of High-Net-Worth Clients

UNDERSTANDING THE DIFFERENT PERSONAS OF HIGH-NET-WORTH CLIENTS

Course previously titled: EMPOWERING YOUR HIGH-NET-WORTH CLIENTS TO TRUST TECHNOLOGY
Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 26, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaManagement Services
Course LevelBasic
Course Description

If you're looking to build a high-net-worth management business, understanding the different client personas is a key factor. Industry expert Tate Henshaw will walk you through the different personas, their objections to access and control, and how to best introduce tools like technology to improve client processes and build an automated wealth management practice.
 
Learning Objectives: 


  • Identify the different personas you may encounter across the high-net-worth client base

  • Determine what questions to ask your clients so that you can most effectively speak to their money mindset

  • Give examples of how to explain the technical benefits of your guidance and tools in a way that clients will be open to
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tate has always been obsessed with problem-solving. This passion led him to major in mathematics at the University of Georgia, and Co-Found Arc Business Management.  Tate Henshaw executes for Grammy winners, NBA All-Stars, and international tech companies with the same laser focus that got him named as one of the top 40 accountants in America. His experience with tour accounting, royalty administration, and FinTech give Arc the ability to rival services provided by the top business managers in the industry. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystems for his clients. This results in additional free time for his passion in music and quality time with his wife and two young daughters.

About Our Sponsor

2019bill
Bill.com (NYSE: BILL) is a leading cloud-based platform that automates, connects, and streamlines back-office financial processes such as payables and receivables to help small and midsize businesses succeed. Over 100,000 customers and 2.5 million network members trust Bill.com to manage their end-to-end financial workflows, sync with accounting systems, and connect with suppliers and clients — creating a measurable, positive impact on their businesses. Bill.com partners with leading U.S. financial institutions, top 100 U.S. accounting firms, and popular accounting software providers.

Bill.com has offices in San Jose, California (HQ) and Houston, Texas.
www.bill.com | Twitter: @Billcom | LinkedIn: Bill.com