FCS Chicago is delighted to partner with CFA Institute for our last event of 2019, when we host a luncheon focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their FAs."
High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are not being met. CFA Institute research uncovered some unexpected findings that are relevant for financial advisers and those who market their services.
Join us for a presentation by Bob Dannhauser, head of Global Private Wealth Management at CFA Institute, who will then moderate a panel comprising marketing executives as well as a financial adviser to high-net-worth individuals. The discussion will focus on how and where to reach highly coveted affluent audiences as they seek out financial advice and planning.
Join us for this unique event for the Chicago audience.
Sponsorships for this event (and for 2020) are available. Please contact FCS CEO Kevin Windorf or FCS Chicago President Rachel O'Block.

