Event Details
Join us for this exclusive webinar to hear directly from non-member Ultra High Net Worth (UHNW) clients during a one-hour candid interview. You’ll gain unique insights into how they choose which family wealth firm to partner with, their expectations for personalized service, and their thoughts on which technology innovations actually impact their client experience. This session goes beyond the surface, uncovering important unmet needs, generational trends, and first-hand perspectives on how advisors can build greater trust and stand out. Don’t miss this valuable opportunity to better understand your clients and foster strong client relationships.
Live attendance qualifies for 1 CFP CE credit.
Note: Quarterly Conversations webinars are exclusive to FWA members. Any non-member registration will be canceled.
If you are unable to attend live, the webinar recording will be available to members in the FWA portal.
