Mastering Wealth Management: Strategies for Ultra-High-Net-Worth Clients

Cost: Complimentary

Date: Thursday, September 26, 2024

Time: 2pm ET | 11am PT

Produced & Sponsored by:

As ultra-high net worth (UHNW) clients become a greater part of the retiring U.S. population, advisors and their firms must engage with these customers and work to meet their unique needs. Staying ahead of trends in the evolving wealth management landscape and leveraging new tools has never been more critical. Balancing advanced technology with personalized service can ensure your advisory practice meets and exceeds client expectations.

Join this webcast to discover tools and insights to navigate this complex environment and secure your clients' financial legacies. You will gain valuable insights, including how to:

Navigate economic uncertainties and leverage opportunities for UHNW clients
Integrate CRM technology to provide personalized, data-driven client strategies
Address evolving expectations of younger generations and involve them in wealth preservation
Implement effective wealth and legacy management practices to ensure long-term client satisfaction and retention

Can't attend? Register here for an on-demand recording after the webcast.

Featured Speakers:

	Scott Ferguson \| Think Advisor Contributor \| ALM Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
	Jen Becher \| Moderator \| VP, Client Experience \| SS&C Advent Jen is in charge of getting new clients up and running on the SS&C Black Diamond Wealth® Platform. She ensures the Implementation process is smooth and successful so that new clients can reap the benefits of their new platform from day one. Once onboarded, her Client Service teams ensure each firm's operations run smoothly. Jen joined SS&C in 2008 and has held various leadership roles during her tenure. She holds an MBA and BS from the University of North Florida.
	Ryan Alexis \| SVP, Product & Operations \| SS&C Innovest Ryan Alexis is the Senior Vice President of Product and Operations for SS&C Innovest. In this role, he is responsible for product strategy and daily operations for the full suite of offerings that serve many of the industry's largest trust companies, wealth management firms, and retirement platforms. In addition, Ryan is a passionate advocate for clients, striving proactively to help tailor Innovest solutions to meet their unique specifications and business needs.
	Jennifer Wagoner Kirksey \| Deputy Chief Operating Officer \| Tolleson Wealth Management Jennifer Kirksey is a highly accomplished professional with over two decades of experience in the wealth management industry. She currently serves as the Deputy Chief Operating Officer at Tolleson Wealth Management, where she leads two key teams within the firm. The first team oversees client reporting, investment partnership activity, and custody, while the second team is responsible for client bill pay, bookkeeping, and cash flow statement preparation. Jennifer is also a member of the firm's Executive Committee, Trust Committee, Risk Committee, and SEC Compliance Committee.

	Scott Ferguson \| Think Advisor Contributor \| ALM Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
	Jen Becher \| Moderator \| VP, Client Experience \| SS&C Advent Jen is in charge of getting new clients up and running on the SS&C Black Diamond Wealth® Platform. She ensures the Implementation process is smooth and successful so that new clients can reap the benefits of their new platform from day one. Once onboarded, her Client Service teams ensure each firm's operations run smoothly. Jen joined SS&C in 2008 and has held various leadership roles during her tenure. She holds an MBA and BS from the University of North Florida.
	Ryan Alexis \| SVP, Product & Operations \| SS&C Innovest Ryan Alexis is the Senior Vice President of Product and Operations for SS&C Innovest. In this role, he is responsible for product strategy and daily operations for the full suite of offerings that serve many of the industry's largest trust companies, wealth management firms, and retirement platforms. In addition, Ryan is a passionate advocate for clients, striving proactively to help tailor Innovest solutions to meet their unique specifications and business needs.
	Jennifer Wagoner Kirksey \| Deputy Chief Operating Officer \| Tolleson Wealth Management Jennifer Kirksey is a highly accomplished professional with over two decades of experience in the wealth management industry. She currently serves as the Deputy Chief Operating Officer at Tolleson Wealth Management, where she leads two key teams within the firm. The first team oversees client reporting, investment partnership activity, and custody, while the second team is responsible for client bill pay, bookkeeping, and cash flow statement preparation. Jennifer is also a member of the firm's Executive Committee, Trust Committee, Risk Committee, and SEC Compliance Committee.

Mastering Wealth Management: Strategies for Ultra-High-Net-Worth Clients

Featured Speakers:

Register for this webcast.