How to Prepare for 8-Figure Clients

Most RIAs have the foundation for creating a "Virtual Family Office" to serve 8-figure ($10MM+) clients. There are clients in you area and nationwide who would prefer to be served by a fiduciary, fee-only, founder advisor. This presentation will highlight specific education and resources the presenter acquired to serve the UHNW community well, with confidence and (importantly) as a fiduciary.

3 Learning Objectives:

How to become "qualified" professionally to serve the 8-figure community

How to prepare their firms operationally to serve the 8-figure community

How to personally prepare mentally to serve the 8-figure community