8 Steps to HNW Advisory

This presentation shared eight steps to building a high net worth advisory practice. With 30 years of experience, the presenter emphasized the importance of authenticity, niche specialization, and differentiation. The presenter highlighted the need for advisors to simplify their offerings, communicate effectively, and build strong teams. The presenter stressed the significance of understanding client needs through open-ended questions and providing value beyond financial returns. The presenter also underscored the importance of continuous learning and leveraging technology to achieve scalability and efficiency in wealth management.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 59m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * AIC – 1 Life credit (in bundles) * ICS - 1 Segregated Funds credit * ICM - 1 Segregated Funds credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
8 Steps to HNW Advisory
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Benoit Poliquin

Benoit’s career in wealth management began in 1996 and he has had the privilege of working for three financial institutions delivering investment solutions since the beginning. In 2000, Benoît became a registered portfolio manager working exclusively for private clients with a focus on generating growth of both capital and income. In addition to his extensive experience in wealth management, Benoit has taught courses in derivatives, international finance and fixed income investments at the Ottawa University’s Telfer School of Management. In his spare time Benoit enjoys coaching his children’s amateur team sports in addition to playing tennis, golf and downhill skiiing. In addition, Benoit enjoys giving back to his local community by way of donating his time to speaking engagements and lending his expertise and experience to community groups.