- Presentations, Technical Resource
- Practice Management
National Conference 2023
Volatile markets are a time for advisers to add extraordinary value to their existing High Net worth Clients and to attract new members of the High Net worth cohort.
We will take you through the research of how the best advisers build their brands, add value, attract new clients and make sure they are able to keep their value refreshed.
- Have a clear roadmap of what drives choice with Australia’s high net wealth individual.
- Understand how to build their brand.
- Be equipped with knowledge on how to create psychological anchors about what they bring and the value they add.
- Be aware of how to keep their offer fresh.
- Explore opportunities to attract new clients of the type they want.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association