Find out how to maximise opportunities from high net worth individuals with these upcoming seminars from Russell Investments.
In these CPD accredited events, Russell investments will delve into how to segment your client book to identify your best clients, deliver practical interactive tools to give your HNW meetings a boost and offer you an analysis service to give you an edge when attracting the best clients in a competitive marketplace.
What to expect from Russell Investments Academy
- Practical techniques to identify your best clients
- Ideas on how to efficiently service your lower value clients to free up more of your time
- Interactive tools you can use to deliver a new type of client review meeting
- Economic forecasts to reassure nervous clients
- Practical tools to help you win new HNW clients
Book your place now
This free event will start at 09:30am, with breakfast included and conclude at 13:30pm after a buffet lunch. By attending this event you will receive 2.5 hours of CPD.
Register now to secure your place. You are welcome to bring along your colleagues or professional connections too.
If you have any questions please email [email protected] or call 020 7024 6601.
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