Comprehensive Wealth Management: Opportunities on the Table

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The nature of advice is rapidly changing. Countless HNW clients are looking for comprehensive planning and management, not just life insurance solutions. Are you equipped to capitalize on this growing demand with your clients or those you'd like to serve? This session will show you how!

Topic(s): Holistic Financial Planning
Presenter(s): Scott Prechtel
Session#: FIN2401-305
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 24, 2024

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Scott Prechtel

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Comprehensive Wealth Management: Opportunities on the Table

Add To Cart

Presenters

Scott Prechtel

Resources

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