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Ep23 - How To: Work with High Net Worth Clients Feat. Simon Bowers
There’s a huge opportunity to grow your wealth management business in the high net worth market. Today, I’m going to show you how to tap into this market and learn the tools you need to succeed.
Chatting with me about it on this podcast is IPC’s own Simon Bowers.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
As I was preparing for this episode, I was thinking about a story I read regarding a passage between F. Scott Fitzgerald and Ernest Hemmingway. In 1926, Fitzgerald wrote that the rich “are different from you and me,” and Hemingway reportedly retorted, “Yes, they have more money.”
Working with high net worth individuals might be different from working with retail clients, but when it’s all said and done, they’re still individuals with needs. How do you attract these clients into your business and how do you service them?
Chatting with me about it on this podcast is IPC’s own Simon Bowers.
Simon Bowers is a Private Wealth Portfolio Manager. Simon joined IPC in April 2022 as part of the reimaging of the company’s Private Wealth business. He brings a quarter century of experience to IPC, with the last two decades spent exclusively in the High Net Worth segment of the market. He holds the CIM & CIWM designations, is a Fellow of the CSI, and is certified in Responsible Investing.
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Ep23 - How To: Work with High Net Worth Clients Feat. Simon Bowers
