Building a Trusted Advisor Partnership with the HNW

Building a Trusted Advisor Partnership with the HNW

  • Location:Manila, Philippines
  • Venue:Intercontinental Manila
  • Length:09:00 am – 05:00 pm
  • Free Entry

Why is it that some wealth managers are trusted and some are not? Do you feel stuck or paralyzed when trying to engage high net worth prospects?

We are organising a Wealth Management Bootcamp – hosted by Sopra Banking Software – on how to build a successful trusted advisor partnership with your high net worth clients.

This invite-only interactive Bootcamp is about expanding your awareness and overcoming your self-limitations n engaging and building strong business relationships with HNW individuals.

Discussion points include:

  • Your challenges in engaging and building business with HNW individuals
  • HNW client acquisition and retention strategies
  • Going beyond how the HNW is defined and establishing a relationship built on trust
  • The importance of having an entrepreneurial approach
  • How Asian clients differ from the West and how they differ among themselves
  • Crafting a solid internal strategy and establishing the right foundations for a successful HNW business
  • What is a ‘partnership’ in a HNW client relationship and how we get there?
  • How can we close deals faster?
  • Stepping up to handle rejections and objections

Please contact us at for more details and invites.