Date & Time
Tuesday, June 10, 2025, 11:10 AM - 11:40 AM
Name
Mastering the Art of Marketing and Communicating with High-Net-Worth Clients
Description

In this session, you'll learn proven strategies to attract, engage, and retain high-net-worth (HNW) clients. We'll explore how to craft compelling marketing campaigns that resonate with affluent individuals, build a value proposition that speaks directly to their unique needs and priorities, and establish effective communication that fosters trust and long-term relationships. By understanding the mindset of HNW clients and tailoring your approach, you'll be equipped to elevate your client service, differentiate your offering, and grow your business with this critical audience.

Location Name
Germantown 1
Speakers
Allie Carey, SEI
Allie Carey