Many professionals consider physicians, especially the wealthier and more successful ones, “ideal” clients. They can be very profitable for wealth managers who help them address their often-extensive financial needs.
Wealthy physicians have the following characteristics: They are in private practice.
In a survey of 277 wealthy physicians, we determined whom they rely on most to make financial decisions and how wealth managers can benefit. We also identified the opportunities for wealth managers to add value through estate planning, exit planning, retirement planning, and asset protection planning.
This one-hour webinar will review the research and explain how to cultivate wealthy physicians most effectively.
This webinar is for wealth managers who…
The webinar is also for senior management of wealth management firms wanting to support their wealth managers in excelling by working with wealthy physicians.
This event is intended for financial professionals only.
Speakers:
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