High Net Worth Individuals (HNWI)—or people or families with assets above a certain amount—often require highly tailored and specialized service to meet their needs. In addition to signiciant assets they can have more complicated risk exposures. If you’re interested in attracting and retaining these valuable clients, join us for this highly informative session.
Perfect for: brokers and agents looking to attract and retain high net worth individuals as clients
Seminar Leader: Melanie Needham, FCIP, CRM
President, MRD Consulting
CE Hours: 3 hours ON/AB/MB