Established Affluent masterclass series
Discover and understand the high net worth client
CPD Masterclass: Setting up your advice practice for HNW clients
In this masterclass, Dean Holmes, Founder of The Wealth Network and TWN Partners, discusses how to build a financial planning business which caters to the high net worth client. Dean explains how to set your business up for success and focuses on six pillars that drill down into this segment:
- Vision – the operating rhythm to execute your business vision
- Clients – hyper-targeting and hyper-personalised advice
- Ecosystem of support – build your own support system
- Numbers – avoiding the pitfalls of the Robin Hood pricing strategy (charging your top clients to subsidise lower value clients)
- Product - how to identify, package, and sell your product in a service industry
- Action – consistency that sets your business up for success
Meet the speaker
Dean Holmes helps Advisers.
He helps financial advisers start, grow, and evolve hyper-efficient financial planning businesses so they can spend more time with clients and achieve a 40% profit margin. He runs a proven system to build multiple hyper-efficient award-winning financial planning businesses.
Dean has been involved in the start-up of multiple financial planning firms including Absolute Wealth, S&W Wealth, Pivot Wealth, Fox & Hare Financial Advice, Bolder Wealth, Headland Wealth.
Listen to Dean provide an introduction to his presentation.
Watch all sessions
Matt Heine, Joint Managing Director of Netwealth
Keynote: Expert advice strategies for high-net-worth clients
Watch Netwealth's Matt Heine in this Keynote roundtable as he chats to three experts with practical high-net-worth advice experience to help you understand and tailor your strategy for the Established Affluent segment.
Dean Holmes, Founder of The Wealth Network and TWN Partners
CPD Masterclass 1: Setting up your advice practice for HNW clients
Dean will take you through how to build a financial planning business which caters to the high-net-worth client and focuses on six pillars that drill down into this segment.
Eleece Quilliam, National Manager for Invesco Consulting
CPD Masterclass 2: Building strategic relationships for a pipeline of new, HNW clients
Based on a study of the behaviours of successful financial advisers, Eleece will provide you with a playbook to build your strategic partnerships for HNW referrals.
Meg Heffron, Managing Director of Heffron
CPD Masterclass 3: Super, SMSFs and technical strategies for HNW clients
Meg has a keen understanding of the super and SMSF needs of high-net-worth (HNW) individuals and will unpack key strategies for those clients with large super balances, nearing retirement.