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. 

 

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.

 

I’d love to talk to you more about high net worth clients! Are they a major part of your business? Do you want to make the shift into this market? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023.

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!